LYONS WEALTH MANAGEMENT

As a next generation money management firm formed from a variety of complementary disciplines and strategies, Lyons Wealth brings a cutting edge mix of equity, bond, and options strategies, as well as hedging techniques for concentrated positions.

At a glance ~

Since 1997, our CEO, Sander Read, has focused on placing our unique clients’ needs first by developing this specialized niche that addresses the nuances and challenging complexities associated with large, concentrated stock positions. We have developed a series of management disciplines over the years to service these clients that include: advanced cover call writing, cashless collars for hedging, tax exchange funds and debt consolidation. We are leaders in what we refer to as “Overlay” trading which uses the marginability of the position as a basis for which to trade.

We also use thorough profiling and distinctive planning techniques to determine which of our investment programs is most appropriate for each client’s financial needs and risk tolerance.  As a fee only investment management firm we are a trusted advocate for each of our clients, one that incorporates wealth management and estate planning into our advice and decision making.

In Short ~

This challenging marketplace requires that we adapt and become more proficient with all the tools available to us. Various sector rotation, long/short and market neutral strategies are currently being used to deliver what our clients need. Our clients tell us their brokers or advisor say they must sell and diversify their stock or other concentrated holding. When they reply that they are not interested in selling, that is the end of the conversation – for Lyons Wealth, that is where the conversation begins.