Alan Jardeleza is a Managing Director at Lyons Wealth Management’s Palm Beach Island office. His client focus is ultra high-net worth families, executives and business owners (with a concentration on doctors and attorneys) and institutions. He provides custom tailored investment strategies and advice to pursue clients’ objectives and goals. Prior to joining the firm, Alan was a Senior Portfolio Advisor in the Palm Beach Island office of Merrill Lynch for 7 years, but wanted the autonomy that Lyons Wealth Management could provide, so he made the switch in 2019. Alan started his career in finance in 1998. His diversified career in finance has provided him with the experience to handle many challenging situations. Before joining Merrill Lynch in 2012, Alan worked as a consultant for Franklin Templeton Investments for 6 years and traded equities on the Chicago Board of Options preceding that. He currently has his Series 65 securities registration.
Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024. We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.
Lyons Small Cap Value Fund >>
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
Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods
The Fund’s objective is to seek total return from long-term capital appreciation and current income.
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
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.
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.