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.

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, or download our brochure for additional information.

Important Notice You are now leaving the Lenox Wealth Advisors website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Lenox Wealth Advisors or any advisors whose names appear on this website. Lenox Wealth Advisors is independently owned and operated. Schwab neither endorses nor recommends Lenox Wealth Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lenox Wealth Advisors under which Schwab provides Lenox Wealth Advisors with services related to your account. Schwab does not review the Lenox Wealth Advisors website and makes no representation regarding information contained in the Lenox Wealth Advisors website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.