We’re Changing Wall Street

Honest. Inclusive. Woman-owned. LexION Capital manages money for individuals, families and institutions.

Contact Us

Wall Street Journal logoRetuters logoCNN logoCNBC logoUSA Today logo

Our Services

LexION Capital manages money for individuals and the families they love, along with mission-driven non-profits and institutions. We begin with a goals-based dialogue in order to tailor portfolios for each client’s unique circumstances, risk profile, and time horizon.

We deliver transparent asset management advice to help you meet your financial goals.

 

Retirement Planning
Graph
Investment Management
Bespoke Bond Portfolios
Bespoke Bond Portfolios

About

You talk, we listen. Together we craft a plan that’s as individual as you are. We custom tailor your plan to your unique goals and needs. We deliver clear ongoing advice to make sure you have peace of mind with your finances.

 

A Unique Perspective

diamond
Completely independent, with a healthy balance sheet, we turned down VC funding and Wall Street backers to insure we will never have to choose between profits and ethics as one of the only woman-owned wealth management firms in the nation.

One-On-One Advice

Ven diagram icon
You're never just a number at LexION Capital. You'll always work with a team of caring professionals. We guide you step by step to clearly show how you'll reach your goals.

Fiduciary Wealth Management

Crown
We always put you first. By design a fiduciary firm, at LexION Capital we are held to the highest legal standard.

Elite Institutional Access

As a client, you'll have access to top-tier investment solutions often unavailable through retail banks and brokerages.

Bespoke Bond Portfolios

With our institutional buying capabilities, we pass on our wholesale bond prices, maximizing your after-tax returns.

Transparent

You always retain complete control of your assets. Your assets are securely safeguarded by an independent custodian, and we only have permission to invest on your behalf.

Inspired by her mother’s experience, Kaplan caters to female clients in life transitions.

CNN Money

[Lexion Capital’s] rapid growth attests to it’s success in delivering a unique value to clients: independent, fiduciary asset management

Independent, holistic, nimble & responsive

Would you like some
help with your portfolio?










LexION Capital Blog

  • There has been a whirlwind of news about possible political policies and changes, coupled with the potential impact they could have on the economy. As an investor, it can be......

  • The world of finance and retirement can be confusing for the average passerby. So it’s no small wonder that many half-truths and misinterpretations about retirement investments have been accepte...

  • When it comes to retirement for small business owners, the statistics show that many are woefully underprepared. Whether you’re a small business owner or the CEO of a large startup,......