Lyons Strategies - Vault

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Strategies & Documents Below

Lyons Tactical Allocation Strategy
  • Greater long-term upside capture through sustained full market participation and full eqity allocatins to multi-year, continuous time periods
  • Less whipsaw by making fewer defensive shifts
  • Capital preservation in bear markets
  • Risk hedging against short-term market weakness and whipsaw
  • Alpha potential from active stock investing
Lyons Enhanced Yield Strategy
  • 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 - Strategy Tools

  • Understanding the use of Collars for protecting downside.
  • Become a better investor by understanding market behavior.
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Our Investment Strategies

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Lyons Enhanced Yield
Portfolio

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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Lyons Tactical Allocation
Portfolio (Mutual Fund)

Catalyst/Lyons Tactical Allocation Fund

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

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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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Cryto Index Fund

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.

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