Lexington Investment Consulting, LLC

Lexington Investment Consulting, LLC, established in 2003, is a registered investment adviser based in Nashville, Tennessee. The firm specializes in offering personalized investment advisory and financial guidance services to high net-worth and ultra-high net-worth individuals and families, pensions, profit sharing plans, trusts, estates, charitable organizations, corporations, and other entities. Led by CEO and CCO Dale Veitch, the firm operates as a Virtual Family Office, providing services such as portfolio analysis, asset allocation, rebalancing, and management. Investment strategies may include stocks, bonds, real estate, mutual funds, ETFs, and cash instruments tailored to individual goals, risk tolerance, and suitability factors. Clients may participate in the SEI Managed Account Program, granting SEI investment discretion and trading authority over managed accounts. Lexington also offers financial guidance services, including financial and retirement planning, estate planning, business planning, and more. Fees for investment consulting services range from 0.20% to 2.00% of assets under management, with additional fees for financial guidance services. The firm does not charge performance-based fees and typically reviews client accounts quarterly, providing written performance reports. Lexington does not vote proxies on behalf of clients and maintains a strict privacy policy to protect client information. The firm does not disclose non-public personal information to unaffiliated third parties and has policies in place to safeguard client data.