ASSET MANAGEMENT

VISIONARY

INNOVATIVE

INDEPENDENT

LUXON GLOBAL PORTFOLIOS

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

WHAT WE DO

  • Manage liquid asset allocation solutions – Luxon Global Portfolios

  • 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

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

OUR TEAM

  • Thomas O. Herrick, Chief Investment Officer, Head of Risk, Managing Director

  • Ted J. Brown, Head of Research, Director

  • Mark A. Smith, Portfolio Manager, Vice President

  • Aaron J. Summers, Senior Trading Specialist, Assistant Vice President

INSIGHTS