OUR PHILOSOPHY

Lyons Wealth management, LLC uses a fundamental approach that incorporates economic conditions, earnings, industry outlook, politics (as it relates to the financial markets), historical data, price-earning ratios, dividends, interest rates, company management, debt ratios and tax benefits to determine the companies in which to allocate assets. In addition, the Company employs technical analysis to determine the most appropriate entry & exit points for securities and option contracts.

The U.S. financial markets are increasingly becoming borderless, complex and volatile. Conventional “buy-and-hold” investment strategies do not take these evolutionary changes into consideration and, therefore, are not designed to reduce exposure to market declines if left unchecked. With the evolving dynamics in the financial markets, Lyons Wealth Management, LLC takes a more proactive approach to investment management to achieve the long-term returns a client desires. With every managed account Lyons constructs a individualized portfolio suited to each client’s investment needs and constantly monitors the portfolio using market measurement and analytical techniques to evaluate market trends and economic cycles.

In short, how we manage our clients portfolios and the tools we use allow for us to navigate up, down, and sideways markets.