Our Team
Our team at Lyons Wealth Management is made up of talented professionals with backgrounds in finance, portfolio management, entrepreneurship and technology. We are in the business of helping our clients not only reach but exceed their financial goals and dreams.

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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Cryto Index Fund

Did your advisor say sell and diversity? Keep your stock with Lyons Income Overlay. You don't have to diversity with our cusotmized solutyion for large concentrated stocks.

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