Your Financial Plan
Planning is bringing the future into the present so you can do something about it now. ~Alan Lakein

Your Foundation To Build Upon

Financial Planning is really Wealth Planning. Completing this process is valuable in that we can determine your "number" which is the point in the future where you've acquired enough assets to accomplish your goals. Having this future point in time approximated we can then reverse engineer back to today the most prudent and effective investment strategies. Our goal is to get you there with the highest degree of probability for success.

​ Successfully reaching your goals also requires putting in place certain legal and tax structures that we can anticipate well in advance and provide advice and guidance for. Planning is in essence "pre-knowing" and becoming proactively prepared.

​​ The saying we have all likely thought to ourselves; "I wish I knew then what I know now" is the reason for looking into the future and working back to today. ​

Depending on your capabilities, we can help with due diligence, and we will manage the administrative details involved in getting through due diligence and through closing.

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LYONS VAULT will give you detailed investment strategies and help you align your goals with the right stategy.

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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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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