LYONSWEALTHMANAGEMENT
We encourage you to spend 15 minutes on the phone with us to see if there is a fit with your unique needs. Either call or simply fill in the form below and we'll reach out to schedule some time.
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
Catalyst/Lyons Tactical Allocation Fund The Fund’s objective is to seek total return from long-term capital appreciation and current income.
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.
Did your advisor say sell and diversity? Keep your stock with Lyons Income Overlay. You don't have to diversity with our cusotmized solutyion for large concentrated stocks.