Our Company

Meet the Staff

Since 1988, Lee Financial Group ("LFG") has specialized in the mutual fund marketplace acting as an investment advisor for the Hawaii Municipal Fund, a no-load municipal bond fund. Thousands of Hawaii residents enjoy the benefits of investing in this Fund. Lee Financial Group currently manages over $330 million of which approximately $166 million represents assets in the Hawaii Municipal Fund.

LFG has strengthened its services to include an investment advisory division, LFG Wealth Management. This program helps investors achieve their long-term financial goals by developing investment plans, selecting asset allocation models and providing ongoing investment monitoring. LFG Wealth Management works with Charles Schwab & Co., Fidelity Investments, and TD Ameritrade to offer this service.

Lee Financial Group is located in Manoa Valley. Office hours are Monday through Friday 8 a.m. - 4 p.m. Please call (808) 988-8088 or email at info@leehawaii.com. Hawaii Municipal Fund is distributed by Lee Financial Securities, Inc. (808) 988-8088.