Lyons Tactical Allocation Portfolio
A Different Approach to Tactical Investing

Not All Market Declines are Equal

On average, the deeper the market decline, the longer it takes to recover. The market frequently endures small declines that are brief and quickly retrace to breakeven.

Sustained Declines Matter Most

We observe that 5-10% pullbacks, and double-digit corrections, occur frequently during bull markets. Most recently, five corrections of at least 10% have occurred during the 2nd longest bull market in history that began in March 2009.

How We are Different

  • Individual Stocks
  • Dividend Focused
  • Lower Internal Expenses
  • No Leverage or Shorting
  • Defense Focused on Sustained Declines Only
  • Potential for Relative Tax Efficiency

Our Approach

  • Offense First, Defense Next
  • Choosing the Right Stocks
  • Downside Protection
    • Quantitative Risk Indicator (QRI)
  • Building the Portfolio

The Lyons Tactical Allocation Portfolio is based on our belief that equities offer a favorable risk/reward trade-off over time, and that minor market gyrations and disruptions do not warrant frequent defensive shifts. Our value investing philosophy is that we have the potential to outperform by investing in the stocks of strong companies available at good prices, and seeking the relative safety of a defensive allocation only when we perceive market risk to outweigh the reward.

For more details about Lyons LTAP Strategy, register below to download Lyons LTAP E-Book.

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Our *Award Winning Investment Strategies

Lyons Enhanced Yield

Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls

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Lyons Tactical Allocation Portfolio (SMA)

Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods

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Catalyst/Lyons Tactical Allocation (Mutual Fund)

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

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Lyons Core Portfolio

Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency

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Lyons Fundamental Small Cap Value Strategy

Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.

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Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

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Lyons CoinDesk Large Cap Select Index SMA

CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.

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For more information about our portfolio offerings, and to get your free copy of Lyons LTAP E-Book (A Different Approach to Tactical Investing), register with the information below.
For Investors with a minimium of $100K
Please choose a value.


Lyons Wealth Management is not just wealth management advisors. We offer comprehensive financial planning for those who want to preserve their wealth and create a succession plan. We believe that all of our clients are unique, and there is no one size fits all approach in wealth management. We take the time to understand your needs, dreams, goals, and aspirations to create a tailored strategy that addresses your priorities. Our mission is to deliver unparalleled client experience while developing a business that our team will want to work at indefinitely.

Wealth Management Specialists in Florida


Investing in Winners

Founded in 2009, Lyons Wealth Management is an award-winning wealth and investment management firm* with a reputation for successfully helping affluent clients reach their personal financial goals and securing their financial future.

As financial advisors, we value our fiduciary responsibility and by incorporating personalized financial plans as the basis for advice and guidance, we can execute investment strategies specifically suited to our client's goals and future.

Today, Lyons Wealth Management continues to grow and expand its client base by providing investors with a quality alternative to the traditional investment model. We are committed to building lasting relationships with our clients and their families by helping them achieve their financial goals through a variety of strategies, including:

Concentrated Stock Solutions
    "Yes, I know all my eggs are in one basket"    ~You

As wealth advisors who specialize in the intricacies associated with large single stock positions, our decades of hands on experience is passed through to clients in many ways. Whether that be through direct hedging of the position, providing additional cash flow via an overlay portfolio, or utilizing the position as the anchor for portfolio margining. Our experts will work with you to determine the best course of action for your situation based on factors such as age, income and risk tolerance. We’ll also recommend specific strategies that meet those criteria so you can feel confident knowing your portfolio is ready for whatever comes next.

Investment Management

We are different, and so is our approach to portfolio management. Our team of experts run proactively managed strategies that are not the typical static allocation models seen throughout the industry. Think pie charts and fixed percentages. We’ll help you determine the most sensible approach to reaching your goals, match that to the proper Strategy; and then follow this up with regular communication so we can track and measure progress toward achieving your goals.

Financial Planning

The first task is determining "your number". By establishing this key piece of future information, we can look back to today and engineer the best course to get there. As a registered investment advisor, we have a fiduciary responsibility to you which means we must put your interests first. We do so by thoroughly understanding your goals and objectives. Whether that be achieving a comfortable retirement, cash flow planning in retirement, college education, estate planning, or starting a business.

Grow & Protect Your Wealth for Life's Major Milestones, Today and Tomorrow

The world of investing can be intimidating, but at Lyons Wealth Management, we want to make it as easy and accessible as possible. We aim to empower you with the knowledge and tools you need to invest confidently in any market environment. We’ll help you understand what makes a good investment and how to get the most out of your money. Your financial security is our priority. Start learning how we can help you grow and protect your wealth today!

Who We Work With

At Lyons Wealth, we get to know our clients to understand their specific goals, objectives, needs, and future desires. We look for a good fit for everyone involved and want to engage in long-term relationships with the clients we advise. Our client roster ranges from multi-generational wealthy families and corporate executives with concentrated stock holdings; to successful individuals, business owners and fiduciaries of charitable funds. We also serve as a sub-advisor to a broad range of investment professionals.

Lyons Wealth Management is focused on results and long-term value creation. We are interested in working with clients who want to maximize their wealth throughout their lives and are willing to invest in a team of professionals who will provide ongoing service, advice, and counsel. Be one of the few to have a couple of professionals working on your behalf. Schedule a call with Lyons Wealth Management today!