LCM SERVICES >> Wealth Management
Stephen D. Avery, CFS is a Registered Principal* with Lincoln Financial Securities Corporation*. As an Investment Advisory Representative* he keenly recognizes the subtle complexities of the asset management marketplace. As your partner in wealth management, he will deliver consistent value by providing to the individual investor targeted market information and analysis. He is masterful at identifying and presenting emerging opportunities to each client in order to manage and optimize a portfolio's performance.
Investment Advisory and Asset Management through Lincoln Financial Securities Corporation
Customizable Asset Management Services
Private Asset Management Programs
Portfolio and Wealth Management*
  • Portfolio Analysis
  • Performance Attribution and Benchmarking
  • Contribution Analysis and Risk Management
  • Securities Research and Analysis
    • Mutual Funds
    • Exchange-Traded Funds
    • Separately-Managed Accounts
    • Variable Annuities
    • Variable Life Insurance
    • Direct Investments
    • Unit Investment Trusts
    • General Securities - Common and Preferred Stocks
    • Fixed Income
      • Corporate and Municipal Bonds
      • Brokered Certificates of Deposit
      • Fixed Interest Annuities

    Equity and fixed income trades made on your behalf are executed through Pershing, LLC,
    which is among the country's most highly regarded securities clearing firms. Securities
    held by Pershing are covered by SIPC up to $500,000 (including $100,000 for claims of cash).

    SIPC protection does not guarantee the market value of securities in the accounts.
    For more information, visit SIPC.
Business Continuity*
  • Buy/Sell Life Insurance
  • Cross Purchase Life Insurance
  • Succession Planning
  • Buy/Sell Disability Insurance

    *Investments offered through representatives of Lincoln Financial Securities Corporation,
    Member SIPC to residents of AZ, CA, CO, CT, FL, MA, ME, NH, NH, NY, RI, VA and VT.
    Advisory Services offered through representatives of Lincoln Financial Securities Corporation
    to residents of MA, ME, and NH. Lennox Capital Management, LLC and
    Lincoln Financial Securities Corporation are not affiliated.

© 2008. Lennox Capital Management, LLC.
Lennox Capital Management, LLC - 6 Middle Road – PO Box 643 – Amesbury, MA 01913-0015
Lennox Capital Management of Maine, LLC - 75 Congress Street – Rumford, ME 04276-2015
*Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents
of AZ, CA, CO, CT, FL, MA, ME, NH, NH, NY, RI, VA and VT. Advisory Services offered through representatives of
Lincoln Financial Securities Corporation to residents of MA, ME, and NH. Lennox Capital Management, LLC and
Lincoln Financial Securities Corporation are not affiliated.
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