Lyons Strategies - Vault

Strategies & Documents Below

Register to unlock Lyons Strategies documents. Gain access to detailed investement strategies that align with your goals.

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
  •  
  •  
  •  
  •  
Lyons - Strategy Tools

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

Market Strategy & Education by Tom Casper






Register for Your
Complimentary Consultation   

Review Our Award Winning Investment Strategies

...
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

View Strategy >>
...
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

View Strategy >>
...
Catalyst/Lyons Tactical Allocation (Mutual Fund)

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

View Strategy >>
...
Lyons Core Portfolio

Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency

View Strategy >>
...
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.

View Strategy >>
...
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.

View Strategy >>