Michael Lee Strategy offers Wealth Planning and Investment Management as an IAR through Compass Financial. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and investment management.
A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is a sought after voice in the industry, appearing regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, and other financial media.
Thursday Investor Session 2/1/2024
How to Assemble a Microcap Portfolio as a Subcategory of an Overall Retiree Portfolio
- Using the growth aspect to offset inflation and depletion
- Balancing with the fixed-income portion of a portfolio
- The Holy Trinity: Choosing the right mix of stocks, bonds and cash
- Aligning goals with risk tolerance