"Helping Build Wealth and Trust in Hawaii for 25+ Years"

Welcome

Welcome to Lee Financial Group!  We’re a Hawaii based investment management firm offering services to a broad range of clients, including individuals, trusts, estates, businesses, charitable organizations, and pension and profit sharing accounts.

Why do our clients choose Lee Financial Group?  We believe it’s because of our old fashioned “aloha” spirit.  Since 1988, we’ve focused on building a business that is rooted in strong family and community values.  At Lee Financial Group, we spend time with our clients, getting to know them and their concerns.  Our entire staff is committed to servicing each client in a professional, honest and friendly manner. When you work with our firm, we hope you become part of our extended family. With a breadth of experience, Lee Financial Group strives to help clients achieve their investment goals.

· We are an independent, privately owned firm with deep roots in the community

·  We help develop and manage a comprehensive financial strategy based on your unique needs

·  We are committed to helping you achieve your goals and objectives

·  We look forward to providing personal attention and responsive service from professionals who come to know you

·  We are a Certified Minority Business

Our Company

Lee Financial Group (LFG) 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 First Pacific Low Volatility Fund (LOVIX). LOVIX seeks to achieve long-term capital appreciation and preservation of capital while lowering volatility.

Lee Financial Group 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 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

Contact Us

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FUND PRICE

HAWAII MUNICIPAL

SURFX

11.22

LAST PRICE

8/29/2014

DATE

6:25pm

TIME

0.00

CHANGE



FIRST PACIFIC LOW-VOLATILITY

LOVIX

12.08

LAST PRICE

8/29/2014

DATE

6:25pm

TIME

+0.04

CHANGE

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News and Events Highlights

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Lee Financial Group Newsletter 3rd Issue

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