Alan Jardeleza
Managing Director - SE Florida

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.



Nervous About the Market
Lyons Tactical Allocation Portfolio

A Different Approach to Tactical Investing


Not All Market Declines are Equal

On average, the deeper the market decline, the longer it takes to recover. The market frequently endures small declines that are brief and quickly retrace to breakeven.

Sustained Declines Matter Most

We observe that 5-10% pullbacks, and double-digit corrections, occur frequently during bull markets. Most recently, five corrections of at least 10% have occurred during the 2nd longest bull market in history that began in March 2009.

For your detailed guide on how LTAP can take the uncertainty out of market fluctuations.
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Our Award Winning 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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Catalyst/Lyons Tactical Allocation (Mutual Fund)

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

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Lyons Core Portfolio

Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency

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Lyons Fundamental Small Cap Value Strategy

Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.

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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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