The investment seeks to achieve long-term capital appreciation and preservation of capital while lowering volatility. The fund normally invests primarily in common stocks of U.S. companies. It invests in large, medium and/or small capitalization securities, primarily with market capitalizations at the time of purchase of $2 billion or greater. Under normal circumstances, the fund will allocate a portion of its total assets to structured notes. It invests in exchange-traded funds and mutual funds that invest in domestic or foreign securities. The fund is non-diversified.
Fund filings (PDF) »
Terrence Lee (Started: Jun 10, 2011)
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Lee Financial Group Hawaii, Inc, 3113 Olu Street,, Honolulu HI 96816, USA