Lyons Wealth Can Help You Reach Your Investment Goals

We’ve helped thousands of clients reach their goals through:

  • Asset management tailored to your unique needs
  • Excellent service and dedicated investment counselors
  • Access to financial planning resources covering Social Security, Medicare, estate planning, tax efficiencies and more
  • A fiduciary duty to always put clients’ interests first—and one simple, transparent fee that means we only do better when you do better

Review Our *Award Winning Strategies

Lyons Enhanced Yield

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

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Lyons Tactical Allocation Portfolio (SMA)

This service offers an offense-first, bullish approach to tactical investing that seeks to optimize growth and upside capture.

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Catalyst/Lyons Tactical Allocation
(Mutual Fund)

The Catalyst/Lyons Tactical Allocation Fund offers a different approach to tactical investing by focusing on offense first, and defense next.

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Lyons Small Cap Value Strategy

The Small Cap Value strategy consists of a diversified portfolio of small-cap value stocks traded on US stock exchanges.

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Lyons Core

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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Own a Large Stock Position

Concentrated stock positions is an investment strategy wherein a significant portion of an individual's wealth is tied up in a single stock or a limited number of stocks.

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   For Investors with a minimum of $100K
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