Our Services
Investment Management
You worked hard for your wealth, now let it work for you.
You’ll benefit from a customized asset allocation and ongoing portfolio management.
- LexION Capital is an independent firm solely focused on finding the highest quality and lowest cost investment solutions to meet your goals
- We’ll scour the world to find the best investments in each and every asset class to help you meet your goals
- LexION Capital’s investment advice is supported by Nobel Prize winning research, driven by data and strengthened with our decades of experience
Retirement Planning
A disciplined approach to retirement planning.
We work closely with you to assess your unique financial situation and goals, then we craft a plan so you can live a retirement free from financial worry.
- Tailored to your specific needs, LexION Capital builds an investment portfolio designed with you and your family’s needs in mind
- Our forecasting abilities allow you to pre-experience your retirement under different scenarios
- You can retire stress-free knowing your assets are managed and reviewed by a team with decades of experience
Bespoke Bond Portfolios
Superior bond capabilities.
Our institutional buying capabilities coupled with access to wholesale prices yield better bond returns for you, our client.
- Our bond portfolios are customized to your specific cash flow needs and financial goals
- We are always mindful of your tax bracket. We work with you and your accountant to craft a portfolio that delivers that highest after-tax rate of return
- We bring decades of experience and expertise in managing bespoke bond portfolios
Learn about transparent asset management, retirement planning and much more
Download our free guide on how to make your wealth grow for the long-term.
Owned and operated by women, the company brings a fresh alternative to the Wall Street the public has grown to mistrust during the last decade.
[Elle Kaplan] is passionate about women and finance.
Kaplan knows a thing or two about what it takes to ‘make it’, especially for someone starting with next to nothing.