Luxon Global 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.

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Luxon Global is built on the premise of independent thinking in pursuit of superior risk-adjusted performance


We believe a consistent, objective process with a disciplined mindset leads to more predictable client outcomes than aggressive, tactical thinking


Cohesive, tenured team of investment professionals


Structure customized and turnkey investment solutions, known as Luxon Global Portfolios



Luxon Financial Welcomes Wendy Rogers to the Firm’s Board of Managers

RICHMOND, VIRGINIA, December 11, 2018 – Luxon Financial LLC, the parent company of Cary Street Partners LLC, announced today the election of Wendy Rogers to its Board, effective immediately. Ms. Rogers currently serves as Vice President, National Relationship Management of The Signatry, a global Christian foundation established in 2000 that helps families, advisors and ministries send more than $2 billion to charities across the globe.

“Wendy brings to Luxon Financial special insight into family businesses and family office operations as well as anextensive network of relationships with other family offices, particularly in our core Southeastern and Mid-Atlanticmarkets,” said Joseph R. Schmuckler, Chief Executive Officer. “As an accomplished business leader, Wendyexemplifies all the qualities our Board seeks. In particular, her personal experience and understanding of how to build a strong brand around a firm-wide culture of excellence and meaning will complement our focus on impacting each of our people in servicing our clients and their families,” added Max C. Chapman, Jr., Chairman of Luxon Financial’s Board.

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Viewpoint: Steepening U.S. Yield Curve Provokes Sell-Off

October 11th, 2018

Federal Reserve interest rate increases have been underway for the better part of two years. But those increases have not been fully reflected in the longer end of the maturity curve- that is until the past few weeks. The yield curve has finally begun to steepen, that is short duration rates significantly lower than long term rates. Higher long- term rates begin to compete for capital with equities at some point. No one knows precisely at what rate that occurs, supporting evidence suggests 5%. One consequence of higher rates is that equity markets frequently weaken as they struggle to price in the new dynamic. Keep in mind that markets will move to price in any significant information, positive or negative, very quickly.

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Luxon Global Q3 Commentary

October 7th, 2018

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Luxon Global Q2 Newsletter

June 3, 2018

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Luxon Global’s Chief Investment Officer, Tom Herrick quoted in Bloomberg

March 7, 2018

The timing of Cohn’s exit is what worries Tom Herrick, president of Luxon Global, the asset management division of Luxon Financial. “Coming in the middle of a slippery slope of trade threats is more disconcerting,” he said. “What we get next is hard to say.”

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