ASSET MANAGEMENT

VISIONARY

INNOVATIVE

INDEPENDENT

Luxon Asset Management offers an innovative approach towards a total portfolio solution. A range of diverse portfolios are tailored to varying risk preferences, creating a customized financial experience.

Luxon Global Portfolios was created to streamline and institutionalize the asset allocation, manager and strategy selection process for advisors. We employ an efficient, disciplined portfolio process that serves as an end-to-end investment solution for investors.

WHAT WE DO

  • Manage liquid asset allocation solutions – Luxon Global Portfolios

  • Access and expertise in private non-liquid solutions

  • Execute portfolios utilizing state-of-the-art block trading technology

  • Strategically utilize both active and passive strategic investment strategies

  • Structure highly diversified portfolios based on a stable asset allocation approach

  • Create portfolios on an objective open-architecture platform

  • Tailor a range of diverse portfolios with varying risk/return mandates

  • Design core, liquid portfolios to complement illiquid or narrow asset classes

  • Create structured solutions to concentrated equity positions

  • Access individual tax-exempt bonds through cost efficient separately managed account solution

OUR TEAM

Tom O. Herrick

Chief Investment Officer, Head of Risk, Managing Director

Ted Brown

Head of Research, Director

Mark Smith

Portfolio Manager, Vice President

Aaron Summer

Senior Trading Specialist, Assistant Vice President

INSIGHTS