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Raylor and Xplor to merge

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Raylor Investments LLC, a pioneer in managing strategic equity portfolios of Exchange Traded Funds  (ETFs) is to merge with its strategic partner Xplor Capital Management LLC, a global asset manager focused on dynamic risk allocation. 

The asset management businesses will retain their names in support of historic product domains, but will be combined under a holding company called Raylor Asset Management Group (Raylor). The business combination, including affiliated companies, will have assets under advisement of approximately USD230 million, and will be launching a series of new investment product offerings that complement traditional asset class allocations.

The organisation will be equally owned by Xplor’s Damon L Hart and John R Annicelli, and RayLign Advisory LLC (Raylor Investments’ prior majority owner).  RayLign was founded by Gregory T Rogers in 2004 to support his own family office activities, as well as deliver family and family business consultancy services related to "perpetuating well being for families across generations". 

Rogers says: "From the beginning of our asset management partnership with Xplor in 2005, we knew we were ahead of an industry that was applying old tools to volatile global market conditions. Sharing an office location, as well as collective product successes and confirmed business opportunities, helped us determine that the time is right to realise our vision of business, investments and operations integration".



Rogers will become Managing Partner for the business management of Raylor. Hart and Annicelli will also be Managing Partners with focus on Investments and Operations/Trading, respectively. Irene Mays will expand her role as Business Office Manager & Compliance Officer for the combined organisation, while Lauris Lambergs will take advantage of the new product set to support his current responsibilities in sales and new business development.



"Investors have long sought after transparent, liquid, nimble and risk-aware portfolio strategies that can consider the broadest opportunity set, namely, global markets for equities, interest rates, currencies and commodities," says Hart. "The merger enables us to provide an array of portfolio strategies that can deliver on this imperative." 



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