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
Staying Composed Amidst the Turmoil: A Comprehensive Guide for Visionary Entrepreneurs
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Mindfulness: The Financial Superpower for Business Leaders
On September 12th, 2023, the world observed Mindfulness Day, a day dedicated to advocating for the practice of mindfulness and its transformative impact on both personal and professional lives. In the relentless whirlwind of the financial realm, amidst the cacophony...
The Art of Leadership: Emphasizing Financial Success in Inspiring and Motivating Your Team
Leadership is a multifaceted endeavor that requires a delicate balance of skills and artistry to inspire and motivate teams towards achieving common goals. In this essay, we will explore the key principles that have been instrumental in my journey as a leader, with a...
Mastering Negotiation Skills: Techniques for Successful Deal Making
Negotiation, the art of finding common ground and reaching mutually beneficial agreements, lies at the core of successful deal-making. As a seasoned CEO, I have traversed the challenging waters of negotiations throughout my career. In this essay, I aim to impart...
Financial Empowerment: Steps to Take Control of Your Finances
Greetings, esteemed finance enthusiasts and aspiring business leaders! Today, I am honored to share with you the transformative journey toward taking control of your finances. The world of money can seem daunting, but fear not! With a positive attitude and prudent...
Smart Investing Versus Media Hype: A Female CEO’s Perspective
In the world of investments, a cacophony of predictions often surrounds us, particularly during critical moments like the 2022 midterm elections. Uncertainty, like a persistent cloud, hangs in the air, and historically, stock markets don't fare well in such...