Kiran Ellis has worked at Lyons Wealth Management since March of 2021. He is currently majoring in Economics and minoring in Mathematics at Rollins College in Winter Park where he will also earn a Master’s in Business from the Crummer Graduate School of business.
Mr. Ellis is responsible for creating, updating, and maintaining analytical marketing materials at Lyons Wealth Management. Mr. Ellis also performs market research for the various portfolios the firm runs. He has an active and crucial role at Lyons Wealth Management by assisting the portfolio managers, being involved in client interaction, and assisting in the day-to-day activity.
Kiran enjoys playing Ice Hockey in his free time and is also on the Investment Club at Rollins College.
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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
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.