Lexington Financial/Life Management, LLC

Lexington Investment Consulting, LLC provides investment consulting and portfolio management primarily to high‑net‑worth and ultra‑high‑net‑worth individuals and families, as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and other entities. The firm operates as a virtual family office and supplements portfolio services with broader financial guidance including retirement and estate planning, trust protector services, accounting and tax services, bill payment, elder care and consolidated wealth reporting.

Lexington uses a goals‑based, family‑centric life management methodology, tailoring portfolios to client objectives, risk tolerance and time horizons and employing both proprietary management and third‑party model portfolios through programs such as SEI’s Managed Account Program. The firm provides discretionary and non‑discretionary advisory arrangements, monitors accounts regularly, considers tax efficiency in implementation, and explicitly accounts for margin/borrowing when valuing and managing separately managed accounts.

What is noteworthy about this firm is its range of affiliations and non‑standard activities for a firm of its size: its holding company structure connects it to other entities (including an ownership interest in Pendleton Square Holdings, which operates a trust company), the firm has interests in a private equity fund, and its holding company is developing a FinTech platform (with accredited‑investor clients participating via SAFE agreements). These relationships, together with in‑house accounting/tax offerings and trustee roles the firm performs for certain client trusts, create potential conflicts of interest and custody considerations that differ from many peer advisors.