Cary Street Partners Adds Financial Advisor to its Richmond Team

Richmond, Virginia – November 5, 2018 – Cary Street Partners is pleased to announce that Russell Rea Keller, Jr. has joined its Richmond wealth management team. Mr. Keller brings his 29 years of broad- based experience in the banking and …

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Cary Street Partners Ranked Top Three Richmond Area Wealth and Asset Management Companies by BizSense

The List ranks companies each year in 24 of Richmond’s most dynamic industries. The List is an essential sales tool and includes all the companies in a given industry plus intel about each firm’s leadership and mission. See the list …

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

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 …

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Viewpoint: International vs. Domestic

“It was the best of times, it was the worst of times…”, With apologies to Charles Dickens this phrase encapsulates capital market returns so far in 2018. The best of times are being experienced by U.S. equity markets (led by …

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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 …

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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 …

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Cary Street Partners’ Fredericksburg Wealth Management Office To Move Locations

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 …

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Cary Street Partners named to Financial Times Top 300

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 …

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Cary Street hires ex-CEO of regional bank wealth advisor in Virginia’s Tri-Cities area

Bryan Lawson has joined Cary Street Partners Investment Advisory LLC, an Abingdon, Va.-based wealth advisor. Full Article.  …

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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 …

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