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...Read More
Retirement Plan Services As a retirement plan sponsor, you have many responsibilities. Government regulations, tax code changes, market volatility, fees, and mergers and acquisitions can make navigating the retirement landscape difficult. Lee Financial Group offers consulting...Read More
In 1988, Lee Financial Group created the Hawaii Municipal Fund (SURFX), a State of Hawaii tax-free*, no-load mutual fund. As Hawaii residents, we pay some of the highest taxes in the nation, and because of this, many prudent investors look for ways to ease their tax burden....Read More
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
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