If your financial plan is a roadmap, then your investments are the means to reach your destination. At Lenox, we believe that there should be a specific purpose, role, and reason for every single asset in your portfolio.
We’ll start by learning about your life goals, risk tolerance, liquidity needs and other unique circumstances. Armed with this knowledge, we build an investment strategy that is customized to your specific situation. Your portfolio will be rebalanced periodically so you will not assume more or less risk than you can comfortably tolerate. In addition, we conduct extensive analysis of every investment manager we recommend to make certain they meet our standards for performance, consistency and organizational excellence. Finally, we monitor your portfolio on an ongoing basis to determine whether managers are continuing to meet our criteria and you are progressing toward your goals as anticipated.