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.

Redefine your success
Realign your vision for the future


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



Kara Valentine joins Luxon Financial, parent company of Cary Street Partners, as Chief Marketing Officer and Head of Business Development.

RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent company of wealth manager Cary Street Partners LLC, announced today that Ms. Kara M. Valentine has joined the firm as Chief Marketing Officer and Head of Business Development. Valentine was most recently Head of Marketing for Rockefeller Capital Management. Prior to Rockefeller, she was Director of Marketing for Dynasty Financial Partners, and served in leadership roles with Bank of America’s Global Wealth and Investment Management Division, working at both Merrill Lynch and U.S. Trust, as well as with Morgan Stanley. In her new role with Luxon Financial, Valentine will oversee marketing and business development as Luxon continues to grow its wealth management, asset management and insurance businesses, including expanding Cary Street Partners’ footprint in the Southeast, Midwest and Mid-Atlantic regions.

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Pleased to announce the election of Wendy Rogers to our Board of Managers.

Richmond, VA, January 7, 2019

Luxon Financial LLC, the parent company of Cary Street Partners LLC, is pleased to announce the election of Richmond resident Wendy Rogers to its Board. 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.

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Equity Market Perspective

Richmond, VA, December 26, 2018
Much of the potential risk has already been priced into equity markets.

Equity markets are exhibiting every indication of panic and fear.  The above chart combines a series of seven longstanding sentiment indicators into a 0 to 100 score.   The current score is the polar‐  opposite of where it was twelve months ago.  Further supporting data can be found in last week’s options market, which saw enormous put buying volume at each open.  Since January 2000, only five weeks have witnessed this degree of put buying volume, a further indication of panic.      While negative sentiment is a reassuring measure of risk being priced into the market, it does not give a good indication of an exact market bottom, nor speak to the timing of a market turn to the upside.   The S&P is currently stumbling between support levels.    On a technical basis, once support is established, the relief rally could be significant.

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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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October 7th, 2018

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

Richmond, VA, 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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