Our Journey

A few words from Lexington’s Portfolio Manager, Larry Luxenberg...

Having spent over a quarter century as a securities analyst and investment manager handling billions of dollars, I’ve looked carefully at nearly every way of managing money, from quantitative models to the widely used style of investing based on company fundamentals.

The results are clear: diversified asset class investing provides the best path to returns with associated lowering of portfolio risk over the long term.

This approach should give you the best chance of achieving your dreams while lowering your stress level and sharply reducing the likelihood of long term lower than expected returns. Sticking to these principles requires diligence and discipline -- and that’s where we come in.

At Lexington, we use our experience and training to provide a customized solution that is right for you and keeps you on the road to financial success.