xxxx
Located in Plymouth, Minnesota.
Luxton Group client services include:
* financial planning for retirement,:
*education, large purchases, business planning and life event planning.
The Luxton Group, RIA - A Truly Unique Relationship
At Luxton, we feel strongly that even the “small” investor should get the same type of service and advice as the “large” investor.
All our clients are treated equally with the same access to experienced investment advice and services that many times they do not receive from the larger investment houses due to their account size.
We do not have loyalties, business relationships or proprietary investment products that can “cloud” our investment advice, we are driven only by what we feel is the best course of action to accomplish our clients goals.
..xxxx
Additional services we offer due to our relationship with Fidelity include:
* small business retirement products (SEP-IRA, SIMPLE-IRA and 401(k)s, 529 college savings plans
* fixed income investing, alternative investments, private offerings program
* new issues (IPO), research tools and market data
The Luxton Group (Registered Investment Advisor)
is a boutique full service investment management and financial advisory firm
The Luxton Group does not custody (hold) our client assets, which means we do not have access to your funds; our custodian is Fidelity Institutional Wealth Management. Fidelity, being one of the largest and most respected custodians in the business, you can be assured that your assets are protected from theft or fraud. Fidelity is a member of NYSE, SIPC, NASD, Municipal Securities Rulemaking Board and other exchanges. As a member of these entities, Fidelity business units are required to adhere to stringent regulations, which are designed to safeguard your assets and interests. In addition, The Luxton Group is bonded.
To keep our superior client service that our boutique shop requires, we need to be just as discerning with our client selection as our clients are selecting their advisor. We require our clients to be active in their investment decisions i.e., being intellectually curious, wanting to understand and learn about the types of investments that they hold in their accounts, and how this type of investment will help them to achieve their financial goals.
xxxx
We want clients that are serious about reaching their goals by implementing and following through with their financial plan. Much like a personal exercise trainer that makes you exercise, we are your personal financial trainer.
The Luxton Group
494 Union Terrace Lane N
Plymouth, MN 55441
Phone: (952) 856-4321 Fax: (952) 473-1483
email: theluxtongroup@luxtongroup.com
