Target Risk – Client portfolios at Lexington Capital are built on the foundation of risk control while maximizing gains. Lexington Capital builds a custom portfolio for each client that balances risk aversion with reaching long term financial goals. If a client takes on too much risk, they will abandon the strategy during difficult times, but if the client does not take enough risk, it becomes difficult to meet financial goals. Lexington Capital will help find a risk/reward mix that is acceptable to the client.

Risk Assessment – Risk assessment must be done at both the individual level and portfolio level, and the two are then matched for each client. 

Individual Risk - Some of the best advice ever given to investors is to “Know Thyself.” The market is a very expensive way to learn about “thyself” so we want to make an intentional effort to assess individual risk for the client. Lexington Capital uses Riskalyze to make an initial risk assessment.