Our Services
custom investing
The days of the 60/40 portfolio are behind us. We’ll show you how diversification works and how it doesn’t.
true planning
Coordinate your investment portfolio with your tax and estate plan.
Estate
We know where to begin by learning where you and your family want to go.
We provide financial education for your beneficiaires.
solo 401(k)
& cash balance plans
Unlock Tax Savings with
Accelerated Retirement Investing
About us
Doctorate Level
Wealth Management
Our mission is to help our clients with everything in life that money touches. So they can focus on what matters.
We design custom investment portfolios that are coordinated with your tax and estate plan.
Olympic Park Capital was founded by Dr. Derek-Dion Lee in 2025 on the Olympic Peninsula of Washington state.
Dr. Lee taught finance at Florida International University and Ohio Northern University before moving to private wealth management exclusively. His technical background includes the time value of money, portfolio diversification, macroeconomics, and monetary policy.
This academic foundation provides Olympic Park Capital with an advanced perspective on designing specialized client portfolios for the world ahead.
Custom Investing
We all should have learned from 2022. The days of the 60/40 stock/bond portfolio are behind us. Most advisory practices lack a deep scope in their understanding of how diversification works. The one-size fits all answer used by most advisory houses is the 60/40 portfolio. This is poor diversification because stocks and bonds share a common risk factor – interest rates.
Interest rates drive asset prices. When they go up, bond values go down. So hedging stock market downturns by buying long term bonds will only work if there is enough economic turmoil for the Fed to cut rates drastically in the wake of stock market downturn.
In the inflationary era we’re in globally post-Covid, the 60/40 portfolio is poorly positioned and has a higher probability of underperforming its performance from 1980 to present – over which time interest rates went from approximately 15% down to 5%. Most backtesting projections that advisory houses use to show clients the performance of the 60/40 portfolio over the past 50 years is biased because of this fact and should not be used to project the next 20 years of expected performance.
Further, investors must understand the implications of the credit spread – the difference between interest rates you can earn on corporate bonds versus what you can earn on U.S. Treasury bonds. Credit spreads are at historically low levels. Meaning you’re not earning much more buying a corporate bond that risks default from the issuing corporation versus what you can earn buying a U.S. Treasury bond.
What this means, is that we should not expect for corporate bonds to appreciate due to investor flight to safety in times of economic distress. So, in order to get noticeable appreciation in a corporate bond portfolio, interest rates would have to come down dramatically. Which is quite a bet to make in front of all the longer term inflationary headwinds we’re facing today.
Power in Coordination
True Planning
There is power in coordinating your investment strategy with your tax and estate plan. And it exponentially compounds each year.
To get the most after-tax growth of your family’s wealth, you must factor in the expected future value of your assets and liabilities. And the tax bill that each creates in time. In other words, what do you have now, and what will you need in the years ahead after taxes are paid. Moving targets – each with their own expected rates of return and rates of inflation.
At Olympic Park Capital, we build our clients a lifetime cash flow schedule and balance sheet. So we can project their taxes and estate value forward in time to design for them a custom investment strategy with appropriate risk in each of their portfolios in hopes to earn the greatest expected after-tax return over their liftetime, and their childrens’ lifetimes.
Plan for the joys ahead
mapping out
your estate
We help you find where to begin and dive deep into where your assets fit in your estate plan.
Financial education
for your beneficiaries
We help you and your beneficiaries prepare for the future. Keeping it simple and making it fun along the way.
which assets to
drawdown
and which to build and pass down
This can have a big impact on taxes over your lifetime and your beneficiaries total inheritance.
minimize estate taxes
Strategies for your specific situation, goals, and asset mix.
making it easy
There’s no reason planning for the future shouldn’t be fun and not overwhelming.
helping family members
get on the same page
Communication breakdown is a main cause for stress and anxst in estate planning. We enjoy getting to know you and your beneficiaries and catering to each individual’s needs and concerns about the future. Identifying the best path forward for all involved.
charitable giving strategies
Simple tithing and charitable donations can often be much more tax efficient. Allowing you to give more by paying less in taxes. We can help identify the best assets to gift, how to gift them, and when to gift them – coordinating with your tax and estate plan over each year.
Solo 401(K)
& Cash Balance Plans
Unlock Tax Savings with
Accelerated Retirement Investing
Save on Taxes
Now and Later
Dial-in and Accelerate
Retirement Investing
Build the Best Business Exit Strategy & Options
Bio
Dr. Derek-Dion Lee
Wealth Manager
Dr. Lee earned his Ph.D. in finance from Florida International University. His research areas include monetary policy and global risk. In his dissertation, ‘Currency Traded Risk’, Dr. Lee constructs a novel real-time risk metric that statistically explains ex-ante monthly returns to the MSCI® All World Equity Index using the variance risk premia and spot returns of currencies underlying the portfolio carry trade.
Upon locating to Sequim, Washington in 2021, Dr. Lee served as vice president of investments with JP Morgan Chase.
Before locating to Sequim, Washington, Dr. Lee taught finance at Florida International University in Miami, FL and Ohio Northern University in Ada, OH. Dr. Lee has led Independent Study Seminars in Derivatives and has developed a highly unique Personal Finance course focusing on the foundations of wealth accumulation – application of the time value of money and the effects of interest rates on asset prices. Financial education for families is a passion and large part of Dr. Lee’s wealth management practice.
Prior to his academic career, Dr. Lee practiced commercial real estate brokerage with Marcus and Millichap CREIS, as well as property management and acquisitions for the Apogee Companies.
Dr. Lee is well versed in the obstacles families face in accessing their wealth efficiently after having spent a lifetime building portfolios heavily skewed towards capital appreciation as opposed to active yield. Which is ideal during wealth accumulation. However, poorly suited for retirement distribution due to the need to sell assets. Leaving ‘nest eggs’ vulnerable to sequence of returns risk. This perspective motivates Dr. Lee to expand his educational impact. Providing more complete insight into portfolio construction coming from end-goal objectivity. Approaching diversification from not only a correlation of returns standpoint; but designing total allocation by targeting and integrating the different desired purposes of both real estate and financial assets for family utility intergenerationally.
Personal pursuits for Dr. Lee include local charitable projects. He enjoys active participation in the Sequim Sunrise Rotary – serving on various development committees for community causes such as the Joe Rantz Rotary Youth Fund.
Dr. Lee can regularly be found on summer weekends paddle boarding around Lake Crescent with his daughter, Sunny Grace and her baby dolls in tow.
Call for a Free Consultation
CONTACT
OFFICE: (360) 461-1344
EMAIL: derekdion.lee@LPL.com
Sequim, WA 98382
Check the background of your financial professional on FINRA using this link:
The wealth managers of Olympic Park Capital are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Olympic Park Capital is not registered as a broker-dealer or investment advisor.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.