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 ...
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. ...
Cary Street Partners was announced as the newest tenant for the Liberty Place development in Fredericksburg. The to-be-built commercial building will be 86,000 square feet with an attached 300+ space parking garage in downtown Fredericksburg. Cary Street Partners will occupy approximately 5,700 square feet on the top level, with direct access from the parking garage. ...
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 ...
Bryan Lawson has joined Cary Street Partners Investment Advisory LLC, an Abingdon, Va.-based wealth advisor. Full Article.
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 ...
Bryan Lawson Joins Abingdon Office Richmond, Virginia – April 6, 2018 – Luxon Financial LLC is pleased to announce that Bryan Lawson has joined its Cary Street Partners wealth management office in Abingdon, Virginia. Mr. Lawson previously served his wealth management clients as part of Highlands Union Bank. He will be working closely with Cary ...