Investment Management

Money doesn’t have to be complicated.

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives.

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Investment Management

Money doesn’t have to be complicated.

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives.

Investment Support

Using a combination of the latest technology and our team of financial professionals, we regularly monitor your portfolio to ensure you are taken care of.

While working with your planner, you will build your model and continually evaluate your portfolio in order to help you towards your goals.

Modern Portfolio Theory

The principal goal of MPT is to achieve the greatest return for the amount of risk taken (or, conversely, to minimise the risk in a portfolio targeted to achieve a specific return).

Doing so requires combining asset classes in the portfolio to achieve effective diversification.

  • The only free lunch in investing.
  • This is accomplished by measuring the correlation between specific asset classes that demonstrate a historically high rate of return and combining the asset classes in such a way that portfolio volatility is minimised.
  • Global diversification of the portfolio protects investors from a downturn in any single asset class.

Lexington Portfolios

  • Lexington portfolios typically contain more than 9,000 securities in 44 countries.
  • The Lexington portfolio adds value over benchmarks and peers through a dynamic and robust investment process that carefully structures and implements portfolios to target higher expected returns.
  • Lexington’s portfolios often include funds developed by Dimensional Fund advisers
  • Lexington has a strong ethical and moral investment philosophy, believing that if we can achieve our investment outcomes without leaving the planet in a worse position, then we should.  Therefore the default investment solution has an Environmental, Social and Governance screening

By evolving with advances in financial science, Lexington has delivered impressive long-term results for clients, which is why so many clients are happy to refer our services.

Dimensional Fund Advisors

Science has changed every aspect of our lives including how we communicate, travel, shop and even invest… and the technology keeps improving.

The financial world is no different. Before computers there was no way people could possibly understand what drives the market returns, was it by chance, or are there fundamentals that drive long term returns.

Two researchers Eugene Fama and Kenneth French developed a new framework to study financial markets, Eugene has been honoured with a Nobel Prize in Economic Sciences for his work.

Their research underlies all of Dimensional’s thinking and helped develop the firm’s process.

Warren is an excellent Financial Planner, a Fellow of the Institute of Financial Planning and a skilled Prestwood Software user. His recommendations to clients are based on a thorough needs analysis linked to lifelong cash flow analyses and his clients’ interests are always uppermost. He has been a member of my Advanced Planners group for several years.

Paul Etheridge MBE, TD, JP, MBA, FIFP, FCII, CFP

Warren’s expert advice has been invaluable in helping us invest with confidence towards our retirement fund. Warren has definitely been instrumental in My Wife and My future security. His advice is given with professional knowledge of the products he advises on, along with the patience required for me to leave our meetings fully understanding his recommended product and advice. A first-class service that I would sincerely recommend.

Michael Kennedy

OUR LATEST INSIGHTS ON INVESTMENT MANAGEMENT

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Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

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