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.
Our Investment team offers access to a wide range of investment solutions, including:
Commentary and Performance
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.