Investment Management 2018-12-07T03:11:02+00:00

Helping you to focus
on your most important
financial decisions

What do you want to spend your time on?

33,000 Decisions per Day
773,618 in a Lifetime

Investment Management

Lee Financial offers portfolio solutions to help you achieve your most important life goals. Your portfolio receives attention from our team of experienced portfolio managers and research analysts. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk. We allocate your portfolio to help meet your needs for liquidity, stability, income, and growth.

We have a disciplined portfolio management process where we build diversified portfolios based on different economic environments across numerous asset classes and investment structures.  Diversification is an important risk management tool during extreme investment environments and is a critical step in providing long-term growth and income.  Lee Financial utilizes different investment structures to optimize each client’s portfolio.  Different investment structures may include the use of alternatives investments. As part of a well-rounded portfolio, we may utilize the following types of investments:

  • Cash and Other Investments
  • Tax-Exempt Bonds
  • Taxable Bonds
  • Alternative Assets
  • Equities
  • Real Assets
  • Real Estate
  • Private Equity