Michael Lee



Michael Lee Strategy

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.


    10:00 AM - 10:30 AM

    Thursday General 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
    View Full Agenda