We Specialize in Concentrated
Stock Positions

"Yes, I know all my eggs are in one basket"    ~You



Your Foundation To Build Upon

For those who hold a large concentrated stock position with no desire to sell it; we completely understand. We can also help you navigate the challenges of having this blessing and potential risk.

​ We specialize in guiding investors through the challenges associated with holding concentrated stock positions. We also help educate and advise on the many solutions available and spend time discussing the positives and negatives for each.

​​ Our experience has shown us how concentration is a great way to create wealth. It is however, not the safest way to achieve wealth preservation.

​​ We understand the hurdles investors face when holding sizeable single stock positions and they can be broken down into two core pieces. ​

  • The first and easiest hurdle to address is monetary. This is the tax side of the equation and looking at a considerable liability can be daunting.
  • The second hurdle is more complex and is the psychological aspect. Company loyalty, family/generational ties to the company, public perception, and a long list of psychological biases often prevent thoughts of diversification to even be considered.



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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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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