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.