Lyons Tactical Allocation Portfolio Overview
A Different Approach to Tactical Investing

Key Investment Objectives

  • Greater long-term upside capture through sustained full market participation and full equity allocations 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

When registering with our site, you will have access to the full brochure below, as well as other useful documents that will help you determine if this Strategy is the right fit for you.

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Documents You will gain access to:

Below is a sample of the Lyons Tactical Allocation Strategy Brochure you will receive access to after registration.

We take an active approach to our tactical strategy, seeking to deliver alpha while on offense instead of relying on defensive shifts for performance. We systematically seek out high-performing companies with capital appreciation opportunity and an attractive price relative to that opportunity.

Lyons Wealth Tactical Allocation Portfolio

  • Performance at attractive prices
  • Optimal combination of performance and price
  • Preservation of capital when risk outweighs available value opportunities
We Are Not
  • A managed ETF portfolio
  • Passive index investors
  • Sector rotators
  • Momentum chasers