What we are:
We are a fiduciary firm. This means that we follow the highest possible legal standard: unlike traditional banks and brokerage firms, we are legally bound to uphold our clients’ best interests.
We are values-based. The Lexion approach is grounded in five core values – we are Independent, Transparent, Customized, Experienced, and Global. These values infuse our entire philosophy of service, and guide the Lexion team in everything we do for our members.
We set a new, higher standard in financial management. Lexion Capital was founded on the principle that a client-centric, ethical approach should be the rule—not the alternative. We customize our approach to every member’s unique needs.
What we are not:
We never include mark-ups, hidden fees, or commissions. Our services are completely transparent and fee-only: what you see is what you get.
We never restrict members' investment options to a self-branded line of investment products. As a completely independent private bank, we offer elite access to the best possible investment opportunities available across the globe.
We never answer to shareholders with an eye on our stock price, nor to a board of directors. At Lexion Capital, our members are the sole priority.
Please click the links below to learn more about Lexion's Always/Never approach: