Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past one month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024.
We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.
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
Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods
The Fund’s objective is to seek total return from long-term capital appreciation and current income.
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
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.
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.
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.
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.
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!
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!
