A Better Way of Investing
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A Dying Banker's Last Instructions |
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Lexington Avenue Capital Management's principals provide investment advisory services and are committed to helping our clients achieve their investment goals while growing and preserving wealth. We believe that the most effective way to achieve outstanding investment returns is to use advanced index funds in a broadly diversified portfolio.
Diversification should normally include many different types of stock and bond funds and significant international exposure. A widely diversified portfolio is best able to withstand difficult markets and provide safety to investors.
Lexington's investment approach is based on decades of academic research by Nobel Prize laureates and others. We typically build portfolios using institutional-quality funds from Dimensional Fund Advisors (DFA).*
DFA in the news: “Texas Fund Firm Out-Vanguards Vanguard". NEW YORK (TheStreet) -- Investors have been pouring money into index funds. Popular choices include exchange traded funds from Barclays' iShares and index mutual funds sold by Vanguard Group. But many investors would be better served by so-called passive funds offered by Dimensional Fund Advisors, an Austin, Texas-based money manager with about $165 billion in assets.” (TheStreet article)
Our team has decades of experience investing and in creating entrepreneurial ventures. Prior to forming Lexington, Lexington's Portfolio Manager Larry Luxenberg managed more than $10 billion as a mutual fund manager.
By taking the time to understand in depth the unique financial situation of our clients, we construct customized asset allocations based on a client's risk tolerance and financial outlook. This approach provides the best after tax returns and is the most cost effective.
We welcome all inquires by phone or email, and we invite you to explore the foundations of our investment approach in more detail on our website. Click Here to Contact Us by Phone or Email.
Note further reading: >>> New York Times financial article and >>> Fund Strategy cover story.
* This is not an offer or solicitation for the purchase or sale of securities.
An investor should read and understand a security's prospectus before deciding to invest.
* Investment Advisory services provided through Partnervest Advisory Services, LLC, a Registered Investment Advisor., 1216 State Street, 3rd Floor, Santa Barbara, CA 93101