A Better Way To Invest!
Our objective is simple: to protect your assets and make them grow in value. Bringing you true personal service, our goal is to improve your net investment results by providing expert advice and portfolio management. Personal service does not mean higher cost, but it does mean higher quality service that includes direct access to your portfolio manager and customized account structure. Taxable portfolios employ multi-directional strategies . . . read more
Value-Added Services Distinguish Us
Lennox Financial is celebrating more than 44 years of providing financial services to a nationwide clientele of individuals, wealthy families, trusts, and retirement plans. Our mission has always been to serve our clients with a high level of expertise, independent thinking, leading edge profitable recommendations, and the utmost integrity. . . read more
We Use A Common Sense Approach
Emphasizing the importance of asset allocation, we believe that being in the best markets and best sectors at the right time produces the best results. We believe in fundamental value investing and portfolio diversification. Multi-directional strategies protect assets and enhance returns. The majority of our accounts are risk averse and seek conservative prudent management. . . read more
Safety And Transparency Is The Key!
Every client account is entirely separate and held by an independent custodian. Clients can view positions and activity in their account in real time on the internet. Each account is governed by a personal investment policy. . . read more
You can learn more by going direct to the following information:
All-Weather Investing, Financial Planning & Consulting