Lenox Service Overview
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Lenox Advisors is a comprehensive Wealth Advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be their “Personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives. WHAT CAN WE DO FOR YOU? LENOX SERVICE OVERVIEW Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC. #86543 © 2012 Lenox Advisors, Inc. All rights reserved. Lenox Advisors. Integrating financial security into financial success. Learn more at www.lenoxadvisors.com LENOX PRIVATE WEALTH MANAGEMENT Lenox Personal CFO™ • Estate Planning Strategies • Lenox Retirement Advisor™ (retirement income, distribution and tax minimization strategies) • Account Aggregation • Vault for Personal Documents • Lenox Money-Smart Kids™ Program Lenox Asset Management • Access to Separately Managed Accounts • Municipal and Taxable Bond Portfolios • Real Estate Investment Trusts • Hedge Funds LENOX CORPORATE CLIENT SERVICES Lenox Corporate Benefits • Group Benefits (bSwift HRIS, Health and Welfare; Disability/LTD; HSAs) • Corporate Carve-Out Insurance Programs (Life; Disability Income; Long Term Care) Lenox RPC™ (Retirement Plan Consultancy) Platform • Ongoing Fiduciary Support Services • Ongoing Investment Monitoring • Investment Policy Statement Reviews • Detailed Processes, Unbiased Perspective LENOX INSURANCE BROKERAGE • Life Insurance • Disability Income Insurance • Long Term Care Insurance • Ownership Structure, Trusts • Key Person Coverage • Fixed and Variable Annuities Property and Casualty Insurance • Home and Auto Insurance • Umbrella Liability Insurance
Transcript of Lenox Service Overview
Lenox Advisors is a comprehensive Wealth Advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be their “Personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.
WHAT CAN WE DO FOR YOU?
LENOX SERVICE OVERVIEW
Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC. #86543 © 2012 Lenox Advisors, Inc. All rights reserved.
Lenox Advisors. Integrating financial security into financial success.Learn more at www.lenoxadvisors.com
LENOX PRIVATE WEALTH MANAGEMENT
Lenox Personal CFO™• Estate Planning Strategies• Lenox Retirement Advisor™ (retirement income,
distribution and tax minimization strategies)
• Account Aggregation• Vault for Personal Documents• Lenox Money-Smart Kids™ Program
Lenox Asset Management• Access to Separately
Managed Accounts• Municipal and Taxable
Bond Portfolios• Real Estate Investment Trusts• Hedge Funds
LENOX CORPORATE CLIENT SERVICES
Lenox Corporate Benefits• Group Benefits (bSwift HRIS, Health and
Welfare; Disability/LTD; HSAs)• Corporate Carve-Out Insurance Programs
(Life; Disability Income; Long Term Care)
Lenox RPC™ (Retirement Plan Consultancy) Platform• Ongoing Fiduciary Support Services• Ongoing Investment Monitoring• Investment Policy Statement Reviews• Detailed Processes, Unbiased Perspective
LENOX INSURANCE BROKERAGE
• Life Insurance• Disability Income Insurance• Long Term Care Insurance• Ownership Structure, Trusts• Key Person Coverage• Fixed and Variable Annuities
Property and Casualty Insurance• Home and Auto Insurance• Umbrella Liability Insurance
