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Together, we have gotten through a year like no other.

We’ve Zoomed from our kitchens, living rooms, even some basements…those green screen backgrounds got pretty fancy out there and we enjoyed the view! Even the most difficult moments this year were made easier with you.

Through challenging times successes emerged.

2020 markets shook off the 1st half losses to emerge with gains. And Lenity Financial emerged notably as an Industry Thinker.

In 2020, we were chosen among a select few by S&P Global as Industry Thinkers.

This honor had us in New York City in March being interviewed by leaders at S&P Global. We were asked about our ideas and thoughts about indexes, the markets, how we work with our clients, and the future of investing, Artificial Intelligence (AI). S&P then shared our insights around the world with partners and others. The Chartered Financial Analyst Institute, Asset TV, and IRIS also featured our interviews.

S&P Global also asked us to create something called FA Talks (Financial Advisor Talks). Links to this and our interviews are attached below.

This year Lenity also saw another year of tremendous growth.

You have referred your family and friends to us which is how we’ve grown so amazingly. We are truly blessed and grateful to you. We wish you a very Happy and Healthy New Year. We are optimistic for 2021 and look forward to continuing to serve you, your friends and your families!

We’ve included links to the interviews here:

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