Investment Solutions

Our Core Investment Philosophy

Whether your focus is on asset growth or wealth preservation, we believe global, multi-asset class portfolios of equities, fixed income, and alternative investments offer the potential for consistent, optimal risk-adjusted returns.

Portfolio Management

If your financial plan is a roadmap, then your investments are the means to reach your destination. At LWA, we believe that there should be a specific purpose, role, and reason for every single asset in your portfolio.

Our ability to actively shift allocations to generate consistent risk-adjusted returns across market cycles (employing an optimal mix of active and passive investment strategies to maximize tax-efficiency and manage costs) is why clients have come to rely on our innovative and nimble approach to active management. And, we are sensitive to taxes and generally tax-loss harvest across your portfolio and utilize strategies that can provide both market exposure and tax-losses.
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Our Fiduciary Duty

As a fiduciary, we adhere to the highest standard of client care. We’re committed to putting your best interests first by providing unbiased advice, risk-appropriate investment solutions, and mitigating any potential conflicts of interest.
Contact Us

Call 212.602.4500 to speak with a Lenox Wealth Advisor, email us at info@lenox-wealth.com, or download our brochure for additional information.

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