As a part of our fiduciary responsibility, LexION Capital is dedicated to serving the best interests of our clients with responsible, transparent, and ethical wealth management solutions. We strive to build a better Wall Street for all. At LexION, we apply a mission-driven, client-centric approach and rigorous ethical standards to all we do. We believe that these standards should become the standard, everywhere.
LexION Capital uses a goals-based approach to fixed income investing. Our process starts with a careful consideration of client objectives. Our high credit quality fixed income portfolios are customized to each client’s specific needs and goals. We measure the sustainable performance of fixed income portfolios against individual client’s objectives in reducing interest rate risk and maximizing after-tax returns.
LexION Capital takes a global approach to equity investing. We offer access to elite institutional products, yet we are independent of any large, bureaucratic bank. As such, LexION Capital’s equity portfolios provide our clients with access to top tier investment opportunities in every asset class, currency, and commodity around the globe. Our global equity portfolios are thoughtfully designed to maximize diversification and grow wealth sustainably, with a long-term focus.
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Commodities, or hard assets, are a strategic part of a diversified portfolio. Commodities are the raw materials used to sustain our lives and industries, and thus are in constant demand. Commodities appreciate in times of growth, and they hedge against inflation. LexION Capital’s dynamic global portfolios include an allocation to hard assets as part of a carefully considered strategy that is customized to support each client’s financial goals.
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