Business Details
Your Trusted Financial Partner for Long-Term Wealth Management
Founded by industry veterans with over 50 years of combined institutional investment experience, Lexington Avenue Capital Management specializes in long-term wealth management and financial planning. As fiduciaries, we prioritize clients' best interests through customized strategies that address unique financial circumstances, including retirement planning, tax optimization, and estate management.Our evidence-based approach combines academic research with practical implementation, focusing on global diversification and risk mitigation. We serve both individual and institutional clients, offering transparent processes with custody through top national firms. Our commitment to personalized service differentiates us from automated solutions that rely on generic age-based models.
Services
Wealth Management
Retirement Planning
Asset Allocation
Tax Strategies
Estate Planning
Institutional Investing
Risk Analysis
Portfolio Structuring
Educational Savings
Social Security Optimization
Highlights and features
- We offer decades of institutional investment experience applied to individual financial planning
- Our fiduciary commitment legally binds us to act in clients' best interests
- We develop customized financial plans addressing unique client circumstances
- We maintain transparent processes with client assets held at top national custodians
- Our holistic approach considers all aspects of financial planning, not just investments
Services
Wealth Management
Our wealth management services combine strategic asset allocation with personalized financial planning. We create customized investment strategies that address both immediate needs and long-term goals. Our approach emphasizes global diversification and risk mitigation through institutional-quality investment vehicles.
Retirement Planning
We develop comprehensive retirement strategies that optimize Social Security benefits and manage retirement account distributions. Our planning considers tax implications, healthcare costs, and longevity factors. We help business owners establish and manage 401(k) and other retirement plans.
Tax Strategies
Our tax-aware investment strategies minimize tax liabilities through strategic asset location and harvesting techniques. We coordinate with tax professionals to optimize tax efficiency across investment portfolios and estate planning. Our approach considers both current and future tax implications.
Estate Planning
We implement estate planning solutions that minimize tax burdens and ensure smooth wealth transfer. Our services include trust management and coordination with legal professionals. We develop strategies to preserve family wealth across generations.
Institutional Investing
We provide institutional-grade investment management for organizations with fiduciary responsibilities. Our services include portfolio structure analysis, quantitative research, and risk assessment. We offer 3(38) fiduciary services for retirement plans with ongoing monitoring and compliance support.
People
Larry Luxenberg
Principal, CFP, CFA, CSA
With decades of institutional investment experience, Larry Luxenberg leads our financial planning practice. He specializes in creating customized wealth management solutions that address complex financial situations while maintaining fiduciary responsibility.
Charlie Lee
Chief Strategist
As Chief Strategist, Charlie Lee focuses on investment research and portfolio strategy development. His expertise in quantitative analysis and market trends informs our evidence-based investment approach for both individual and institutional clients.
Questions
Are you legally required to act in my best interest?
Yes, as fiduciaries we are legally obligated to prioritize your financial interests in all recommendations and decisions.
How do you differ from automated investment platforms?
We provide personalized financial planning considering your unique circumstances, unlike automated platforms that use generic age-based models.
What retirement planning services do you offer?
We help maximize Social Security benefits, optimize retirement account distributions, and establish business retirement plans with ongoing management.
How do you handle tax considerations in investing?
We implement tax-aware strategies including strategic asset location, tax-loss harvesting, and coordination with tax professionals for optimal efficiency.
What institutional investment services are available?
We offer portfolio analysis, 3(38) fiduciary services, compliance support, and quantitative research for organizations with retirement plans and endowments.
How do you approach estate planning?
We develop comprehensive estate strategies using trusts and other tools to minimize taxes and ensure smooth wealth transfer across generations.
