Our Process

An Established System
for Successful Outcomes

Our new client assessment process is designed specifically to determine the best "fit" between all parties. Our desire is to work with clients long-term and these steps lay a strong foundation we can build upon for long-term success.

  • Initial Consultation
  • Complimentary Financial Plan & Asset Allocation Study
  • Time to think, ask questions, and clarify unknowns
  • Engage/hire the firm
  • Open accounts and funding
  • Strategy implementation - smartly deployed vs all in at once
  • Ongoing proactive communication
    • Quarterly updates
    • Bi-annual review
    • Annual review

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Review 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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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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