We’re an independent investment boutique in Monterey and Campbell, California. We create and manage highly personalized investment portfolios for individuals, families and owner-operated businesses. We help our clients define and achieve their financial goals with financial planning tools and projections.  We’re a fee-only financial advisor registered with the State of California.



Investment Management

Lexington Capital Management

Ralph Anderson

Lexington Capital Management LLC's Leadership Team includes Therese Kollerer and 1 others.

Leadership Team

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