CSP Q2 Commentary and Performance – June 2018

Performance Recap: Equity performance remains ahead of our benchmarks year-to-date despite giving up some performance in the second quarter. Year to date, the Luxon Global All Equity Portfolio gross return is +0.98% while the MSCI All Country World Index remains negative for the year at (0.43%). Bond returns trail their benchmarks for the quarter and ...

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CSP Q1 Commentary and Performance – March 2018

Performance Recap: Luxon Global Equity outperformed their benchmarks by a healthy margin. The All Equity model finished the quarter up +0.71%, while the MSCI All Country World Index and our Blended Equity benchmark finished down (0.96%) and (0.91%), respectively. Some significant factors in this outperformance include 1) Overweighting in mid-cap and small-cap stocks relativetotheindices,and2)Managers election. ...

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Cary Street Partners named to Financial Times Top 300

Posted June 28, 2018

Cary Street Partners announces it has been named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The FT 300 recognizes top financial advisory firms from across the U.S. The Financial Times conducts an independent analysis of data from a broad universe of companies before selecting those firms to be named to ...

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Cary Street Partners Expands Retirement and Corporate Services Team

Dynamic Industry Leader Joins from Edelman Financial Richmond, Virginia – April 10, 2018 Luxon Financial LLC is pleased to announce that R.J. Reibel has joined its Cary Street Partners team to help expand the firm’s presence with businesses and business owners and to service their retirement and corporate benefits needs. Previously a leader with Edelman ...

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