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
Why Choosing ESG Investing is Reasonable – and Responsible
In times when global warming is an impending threat, social inequalities prevail, and companies’ management often needs improvement, Environmental, Social, and Governance (ESG) investing is a sensible strategy to use. In ESG investing, a company’s behavior and...
7 Tips for Overcoming Setbacks
Life, wonderful and complicated, is not a smooth elevator ride to the penthouse of success. I contest that the path to success is more akin to climbing a steep, rocky mountain. Sometimes the ascent is paved and clear of debris while other times the path contains...
Visualization: A Key to Financial (and Life) Success
Picture yourself at the starting line of a marathon. As you wait for the race to begin, you find yourself contemplating the hours spent training in preparation for this moment. You are ready at the starting line for the sole purpose of crossing the finish line. In...
10 Ways to Flip a Bad Day into a Good One
Are you having a bad day? Is it one of those days when everything seems to be not working, or going in unexpected and overall annoying ways? You will survive whatever happens to you today, as you have before. And to help with that, I list below 10 ways to flip a bad...
Less Stress, More Gratitude – 5 Ways to Get Rid of That Excess of Control
We all might have the best interests in our hearts to advise someone on what to do, but we cannot pretend we can control them. We all wait for the best in our lives, but we cannot control everything that happens to us. It is what it is: the realm of your control lies...
Facts Versus Fiction in Investing
“An investment in knowledge pays the best interest.” — Benjamin Franklin In almost every aspect of life, the more informed and knowledgeable you are, the better you can make smart decisions. So, is watching financial news like a hawk the best tactic? Or would it lead...