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Lee Financial Group Hawaii, Inc.
3113 Olu Street, Honolulu, HI 96816
Phone: (808) 988-8088
Toll free: (800) 354-9654

Institutional Services

Lee Financial Group Hawaii (LFG) offers investment advisory services to institutional investors particularly pension funds and foundations that are seeking a defensive equity or fixed income strategy money manager. Additionally, Lee Financial Group Hawaii is a NMSDC Certified Minority-Owned Business Enterprise and does qualify for most MWBE or emerging manager mandates.

Lee Financial Group Hawaii offers two institutional investment strategies:

Defensive Equity Strategy

The objective of this investment strategy is to achieve long term capital appreciation and preservation of capital while lowering volatility. This strategy generally uses large-cap domestic equities along with derivative strategies such as structured notes.

Fixed Income Strategy

The objective of this investment strategy is to provide current income through a portfolio consisting primarily of municipal bonds. This strategy seeks to generate an income stream to support institutional activities.

Hawaii Municipal Fund is a series of Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc., member FINRA (www.finra.org), is the Distributor for Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc. is a wholly owned subsidiary of Lee Financial Group Hawaii, Inc., a registered investment adviser with the SEC.

Lee Financial Group Hawaii, Inc. (c) 2015
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