1. LENOX SERVICE OVERVIEW
WHAT CAN WE
DO FOR YOU?
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.
LENOX PRIVATE WEALTH MANAGEMENT
Lenox Personal CFO™ Lenox Asset Management
• Estate Planning Strategies
• Access to Separately
• Lenox Retirement Advisor™ (retirement income,
Managed Accounts
distribution • Municipal and Taxable
and tax minimization strategies) Bond Portfolios
• Account Aggregation
• Real Estate Investment Trusts
• Vault for Personal Documents
• Hedge Funds
• Lenox Money-Smart Kids Program
™
LENOX CORPORATE CLIENT SERVICES
Lenox Corporate Benefits Lenox RPC™ (Retirement Plan Consultancy)
• Group Benefits (bSwift HRIS, Health and
Platform
Welfare; Disability/LTD; HSAs) • Ongoing Fiduciary Support Services
• Corporate Carve-Out Insurance Programs
• Ongoing Investment Monitoring
(Life; Disability Income; Long Term Care)
• Investment Policy Statement Reviews
• Detailed Processes, Unbiased Perspective
LENOX INSURANCE BROKERAGE
• Life Insurance
Property and Casualty Insurance
• Disability Income Insurance
• Home and Auto Insurance
• Long Term Care Insurance
• Umbrella Liability Insurance
• Ownership Structure, Trusts
• Key Person Coverage
• Fixed and Variable Annuities
Lenox Advisors. Integrating financial security into financial success.
Learn more at www.lenoxadvisors.com
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.