New City, NY Office

Lexington Avenue Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, trusts and estates, small businesses, retirement plan sponsors and participants, corporations, and non‑profit organizations. The firm also offers ERISA 3(21) fiduciary retirement plan consulting and individualized participant advice, in addition to general financial consulting services commonly offered by similar advisers.

The firm follows a long‑term, diversified investment philosophy that emphasizes market‑based allocations and frequently uses low‑fee passive mutual funds and ETFs across U.S., international and emerging markets, while accommodating individual bonds or existing securities as appropriate. Advisors tailor portfolios and recommendations to each client’s broader life circumstances—including Social Security, tax considerations, retirement timing, and family needs—and explicitly avoid market timing or frequent stock selection as a primary strategy.

Distinctive features include a small advisory team managing roughly $164 million in assets and operating without a stated account minimum, an explicit written process for managing the conflict of interest tied to retirement‑account rollovers (including an impartial conduct standard), and staff experience outside finance such as a professional role with the U.S. government and substantial volunteer commitments by firm leadership. The firm also discloses operational practices that differ from many peers—such as not aggregating trades for clients—and maintains written proxy‑voting and custody procedures.