Lyons Wealth Can Help You Reach Your Investment Goals

We have a fiduciary duty to always put clients' interests first—and one simple, transparent fee that means we only do better when you do better

Our *Award Winning Strategies

Own a Large Stock Position

A concentrated stock position occurs when a significant portion of an investor's wealth is tied to a single stock or a small group of stocks. While this can result in substantial gains, it also comes with heightened risks, including lack of diversification, financial misalignment, and potential tax implications.

WHY SHOULD YOU DIVERSIFY?

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Lyons Tactical Allocation Portfolio (SMA)

A bullish approach to tactical investing that seeks to optimize growth and upside capture.

  • Greater upside capture through sustained bull market participation and full equity allocations for long-term, continuous time periods
  • Less whipsaw by making fewer defensive shifts
  • Capital preservation in bear markets
  • Risk hedging against short-term weakness and whipsaw
  • Alpha potential from active stock selection
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Hedging Your Portfolio
with Algorithmic Trading (ALGO)

Lyons Algorithmic Trading Strategy is a blend of multiple sophisticated proprietary trading algorithms which analyze price data from various markets. This algorithm is designed, maintained and traded by empirical data and evidential momentum. It incorporates a hierarchical model that evaluates the influence of 14 weighted statistics and determined by using 16 variables in its processing. The competing alternatives result in the binary decision of buy or sell.

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Lyons Small Cap Value Strategy

We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small, and micro-cap companies in order to find attractive candidates. We are typically looking for companies with strong current operating results and conservative balance sheets which are trading at discounted prices.

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Tax Smart Investment Strategies

Addressing the Needs of High-Net-Worth (HNW) Clients

We employ a number of tax-smart investing strategies on your behalf throughout the year in your Personalized Portfolios accounts, some as early as when we start building your portfolio.

  • FUTURE TAX PROTECTION
  • NO REQUIRED MINIMUM DISTRIBUTIONS (RMDS):
  • TAX DIVERSIFICATION:
  • ESTATE PLANNING:
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Roth Conversion Guide 

A Roth conversion moves pre-tax IRA or 401(k) funds into a Roth IRA. You pay ordinary income tax on the converted amount in the year of the transfer. Once in a Roth, the funds grow tax-free, enable tax-free qualified withdrawals in retirement, and are exempt from lifetime Required Minimum Distributions (RMDs).

When to consider a roth conversion >>

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Traditional IRA

  • Contributions may reduce your taxable income in the year they are made.
  • Investments grow tax-deferred, meaning you do not pay taxes on earnings until withdrawal.
  • Annual contribution limits are set by the IRS.
  • Withdrawals are typically taxed as ordinary income.
  • Required Minimum Distributions (RMDs) must begin at a certain age.
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Trump's Big Beautiful Bill

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, permanently extends several tax provisions originally set to expire under the Tax Cuts and Jobs Act (TCJA) of 2017. It also introduces modifications and new provisions that may affect investors.

All TCJA tax brackets are now permanent, including the top tax bracket at 37% for incomes above $626,350 (individuals) and $751,600 (married couples). The 10% and 12% brackets will receive additional inflation adjustments in 2026.

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Lyons Core
Portfolio

The Lyons Core Portfolio is a core asset portfolio that invests 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 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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Financial Planning

SMART financial goals provide a structured and effective approach to setting objectives and financial plans that are clear, achievable, and aligned with your personal values.

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Lyons Enhanced Yield
Portfolio

A tax-smart income solution that targets high current income through portfolio margin with a measure of downside protection.

The portfolio is levered, holds individual dividend-paying stocks, and risk is controlled through options strategies to hedge against downside volatility. The plan targets an above-average net yield and is fully liquid with no capital call obligations.

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Lyons Wealth Award Winning Strategies

Lyons Wealth Award Winning Strategies