1. Hedge Fund Expertise
With a long history of having hedge funds as clients, Lenox Advisors has developed a unique niche within that
industry. Whether it’s designing cutting-edge benefits packages, establishing customized Executive Carve-Out
Programs or installing non-qualified Deferred Compensation plans, hedge funds look to Lenox across the spectrum
of corporate services.
On the personal front, senior executives and PM’s at hedge funds also hire Lenox to be their personal CFO. The
Lenox CFO™, the firm’s proprietary platform for streamlining the financial planning process, enables Lenox to
coordinate those clients’ financial affairs, eliminating the need for multiple advisors.
These capabilities and skill sets make Lenox the single-source Wealth Management firm hedge funds rely on for
both corporate and individual services, including:
Hedge Fund Corporate Client Services
• Lenox Corporate Benefits
o Lenox Advisors Group Benefits differentiates itself by having the technology and resources of a large
operation, but providing the personal attention of a smaller, specialized firm.
o The bSwift Platform is a key resource— a complete internet-based HRIS tool lets HR administration track,
monitor and update hedge funds’ employee records. And it's all paperless.
• Corporate Carve-out Programs
o Lenox Advisors’ team of professionals helps hedge funds make informed decisions about the best choices
for their companies. The firm also provides a full range of support services for hedge fund clients: from
liaising with carriers and vendors to planning and executing employee communications and
education programs.
• Lenox RPC™ (Retirement Plan Consultancy)
o This unique set of proprietary tools and processes, designed to minimize administrative requirements
while maximizing sponsor oversight and employee information, analyzes, monitors, and tracks corporate
qualified retirement plans.
Hedge Fund Private Client Advisory Services
• The Lenox CFO™
o Our unique, proprietary service platform aggregates and coordinates senior hedge fund executives’
financial matters, such as:
> Family Office Services
> General Financial Planning
> Risk Management/Insurance, including Life, Disability Income and Long Term Care Insurance
> Estate Planning
> Asset Allocation Strategies and Monitoring
> Children’s College Funding
o Ancillary Services for both corporate and individual hedge fund clients (in partnership with specialist
accounting firm)
> Fund Level Accounting/Audit Services
> Management Company/General Partner Level Accounting Services
> Tax Services
> Bill paying
Lenox Advisors. Integrating Financial Security into Financial Success.
Learn more at www.lenoxadvisors.com
Securities offered through registered representatives of MML Investors Services, Inc., 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212-
536-6000. Investment Advisory Services offered through Lenox Advisors, Inc. Lenox Advisors, Inc. is not a subsidiary of, nor affiliated with
MML Investors Services, Inc. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corporation [NFP], a financial
services holding company, New York, NY. Management services are provided by Lenox Management Company, LLC under contract with NFP.
NFP is not an affiliate or subsidiary of MML Investors Services, Inc. #78007 © 2011 Lenox Advisors, Inc. All rights reserved.