As organisations grow, they look for ways to streamline operations to make them more efficient and profitable. Unfortunately, often this quest does not respect the fact that families and foundations are represented by individuals who may not fit neatly into boxes created by programmers. If you've ever felt like you've been treated like a number or are being herded into a specific direction by your investment provider, this might be why.
We believe there is a better approach that can only start by treating each client relationship as unique, and defining a process that meets their needs, not those of a system engineer.
Our approach is defined by our core values:
The Power of Independence
We provide access to virtually any investment solution or asset class free of conflict. We even structure investment solutions to meet specialty mandates that range from Sustainable and Responsible Investing to alternative asset classes and hedging strategies. We do not offer or sell proprietary investment solutions.
Freedom to Act in Clients' Best Interests
Independence means that the Lexicon Financial Group is unencumbered by in-house products. We have the freedom to choose the most appropriate investment solutions for you and your organisation and will always act in your best interest.
We Value Relationships
Lexicon Financial Group believes that the more we know about your specific situation, the better position we are in to assist. That's because foundations and families are more than just an investment portfolio. They have unique challenges that can only be solved if we understand how those challenges fit in with their investment portfolio.