Lyons Tactical Allocation Portfolio Overview
A Different Approach to Tactical Investing

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Key Investment Objectives

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.

  • 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

Lyons Wealth Tactical Allocation Portfolio

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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