We’re Changing Wall Street
Honest. Inclusive. Woman-owned. LexION Capital manages money for individuals, families and institutions.
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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.
Investment Management
Retirement Planning
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
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
Fiduciary Wealth Management
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.
[Lexion Capital’s] rapid growth attests to its success in delivering a unique value to clients: independent, fiduciary asset management.
Independent, holistic, nimble & responsive
How Can We Help?
Recent Posts
Feminist Investing
The world of investing has long been a male-dominated arena, where men in suits strategize, trade, and amass fortunes, leaving a notable absence of women who've managed to break the glass ceiling. Yet, history is dotted with stories of remarkable women who defied the...
Financial Literacy for Women: Building Confidence and Independence
In an era marked by the dismantling of glass ceilings and women assuming control of their financial destinies, it is imperative for every woman to grasp the fundamentals of financial literacy. As someone deeply immersed in the world of finance, with a history of...
Harnessing Nervous Energy for Financial Success: Lessons from Estée Lauder
In the fast-paced realm of finance and entrepreneurship, apprehension and unease may appear as unwelcome companions. However, through my own journey navigating the intricate landscape of finance and business, I have come to view these emotions not as adversaries, but...
Achieving a Harmonious Work-Life Balance: A Financial Perspective
In the fast-paced realm of finance and leadership, the ability to strike a balance between professional success and personal well-being is a skill coveted by many. The remarkable life of Katharine Graham, the pioneering force behind The Washington Post and the first...
Maximizing Productivity Through Effective Time Management for Busy Professionals: A Financial Perspective
In today's fast-paced world of finance and business, where roles encompass the intricacies of financial expertise, leadership as a businesswoman, and the responsibilities of a CEO and CIO, the ever-shifting demands inherent in these positions are a shared reality....
Staying Composed Amidst the Turmoil: A Comprehensive Guide for Visionary Entrepreneurs
The tumultuous realm of business is akin to a tempestuous sea, tossing waves of uncertainty and challenges upon the shores of even the most determined pioneers. As a seasoned businesswoman, I am intimately acquainted with the intricate trials that beset those who...