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LexION Capital Management


LexION Capital is a wealth-management firm that exists with the singular mission: to serve the best interests of our members with ethical and transparent asset management services.

Create the life you deserve.

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LexION Capital Management


LexION Capital is a wealth-management firm that exists with the singular mission: to serve the best interests of our members with ethical and transparent asset management services.

Create the life you deserve.

wealth management for women
wealth management for widows
wealth management for doctors
investing for women

Different Standards

As a completely independent fiduciary, LexION Capital is dedicated to serving the best interests of our clients with responsible, transparent and ethical wealth management solutions. We are equally dedicated to building a better Wall Street for all. At LexION, a mission-driven, client-centric approach and rigorous ethical standards are simply how we do business. We believe that these standards should come standard, everywhere.

 
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Fixed Income

We measure the sustainable performance of fixed income portfolios against individual client's objectives in reducing interest rate risk and maximizing after-tax returns. We maintain high credit-quality portfolios, utilizing active management strategies to both enhance return and reduce risk. Our goals-based approach to fixed-income investment starts with a careful consideration of client objectives.

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Global Equities

The financial markets are highly globalized, and we at LexION Capital are cognizant of designing your individual asset allocation plan with this fact in mind. Our portfolios have a global approach and provide diversification and capital appreciation to our clients' holdings. Maximizing diversification is key to offsetting the inherent risks of equity investing.

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Commodities

Our clients' strategic allocations include commodities, often called hard assets, because they confer several advantages. Commodities experience appreciation in times of growth, and they hedge against inflation. Commodities are always in demand, because they are the raw materials used to sustain our lives.

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Our Mission


LexION Capital is a wealth-management firm that exists with a singular mission: to serve the best interests of our members with ethical and transparent asset management services.

SCROLL DOWN

Our Mission


LexION Capital is a wealth-management firm that exists with a singular mission: to serve the best interests of our members with ethical and transparent asset management services.

LexION Capital is a wealth-management firm that exists with a singular mission: to serve the best interests of our members with ethical and transparent asset management services.

Our sole mission and focus is providing our clients with a customized strategy to achieve investment success. Though we bring extensive experience and resources, we are independent from a large, bureaucratic investment bank.

This freedom means we are unencumbered by a culture of putting short-term corporate needs over the investor's best interests. Ultimately, we do not have to temper the goals of our stock price with the goals for our private clients.

We offer our clients one critical service: objective and informed investment advice free from any conflicts of interest. Because we focus exclusively on wealth management, our sole priority is your satisfaction.

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Protecting Your Wealth


Our approach is pragmatic and all encompassing

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Protecting Your Wealth


Our approach is pragmatic and all encompassing

 

Ongoing Member Commitment

We continually meet and check in with you. When anything changes that impacts your financial life, we invite you to contact us. Our relationship with you is ongoing and long lasting. As a privately held entity, we are solely focused on your investment experience. We do not have to answer to the short term needs of Boards and Shareholders. Instead, we answer each and every day to you, our clients.

Providing Peace of Mind

Our goal is to provide you with the peace of mind to rest easy at night. When you become a client of LexION Capital Management, you also select a distinctive and separate custodian. You remain in control of your assets and accounts held in your name. If you wish, you may select multiple custodians. This transparent separation of investment advisor and custodian allows you to rest easy with the knowledge that your assets are safe and only accessible to you.

 

A Collaborative Team

We foster a collaborative approach and when appropriate, we incorporate your existing professional advisors in our decision making process. We work with your accountants, lawyers and other trusted advisors. Working together, we will create the most value in every area of your financial life. Together, we devise an optimal strategy, whether we're planning your retirement, creating a charitable trust or transferring wealth across many generations.

 
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