Lee Financial Group Hawaii was founded in 1988. Our firm serves a broad range of clients, including individuals, trusts, estates, businesses, charitable organizations, and pension and profit-sharing accounts.
We specialize in the mutual fund marketplace and act as an investment manager for the Hawaii Municipal Fund (SURFX), a no-load municipal bond fund. SURFX seeks to provide a high level of current income exempt from federal and Hawaii state income taxes consistent with preservation of capital and prudent investment management. We are also the investment manager for the Lee Financial Tactical Fund (LOVIX). LOVIX seeks to achieve long-term capital appreciation and preservation of capital while lowering volatility.
Lee Financial Group Hawaii also provides wealth management services. We work with investors to help them achieve their long-term financial goals by developing investment plans, selecting asset allocation models and providing ongoing investment monitoring. In addition, Lee Financial Group Hawaii works with small and mid-sized companies to help them manage their retirement plan responsibilities. We act as an ERISA 3(38) investment manager, managing turnkey systems for retirement plan operations.
We also offer services to institutional clients, particularly pension plans, that are seeking a low-volatility investment philosophy