ASSET MANAGEMENT

VISIONARY

INNOVATIVE

INDEPENDENT

Luxon Asset Management offers research, portfolio advisory services and access to a range of investment solutions for individuals, families and institutions. Our investment team approaches client solutions through a unique and accountable investment policy statement process. This is followed by offering efficient access to differentiating managers and core individual security strategies.

RESEARCH & PORTFOLIO ADVISORY SERVICES

Our Research team works closely with Cary Street Partners’ Financial Advisors to create individualized solutions for client plans. The team process takes into account investment tax efficiency as well as return and risk objectives.

  • Investment Policy Statement construction

  • Consultation on customized portfolios

  • Liquid manager research

  • Illiquid manager research

  • Daily, monthly and quarterly commentary

INVESTMENT SOLUTIONS

Our Investment team offers access to a wide range of investment solutions, including:

  • A Turnkey Asset Management Platform, Luxon Global Portfolios, offering a range of diverse portfolios that are tailored to varying risk preferences, creating a customized financial experience

  • Consultation on customized portfolios

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

  • Access and expertise in private non-liquid solutions

  • Strategically utilize both active and passive strategic investment strategies

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

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

  • Create customized structured note solutions through a fiduciary process

  • Individual Equity Management

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

PERSPECTIVES

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

Luxon Financial, LLC is a limited liability holding company that owns 100% of Luxon Asset Management, LLC (“Luxon”) is a federally registered investment advisor. Luxon acts as a discretionary investment manager or non-discretionary model provider in a variety of separately managed account or wrap fee programs (each, an “SMA Program”) sponsored either by Luxon or a third party investment advisor, broker dealer or other financial services firm (a “Sponsor”).

Products may not be available in all jurisdictions. Please review the Luxon Asset Management advisory disclosure document(s) for a full description of our fees and services. A copy of the Investment Advisor’s ADV Part 2A Disclosure Brochure is available upon request or by visiting the SEC’s Investment Advisor Public Disclosure web-site at https://www.adviserinfo.sec.gov.