LYONSWEALTHMANAGEMENT
Tom Casper is a Senior Vice President and Wealth Manager at Lyons Wealth Management headquarters in Winter Park. He brings over 26 years experience advising ultra high-net worth families in all aspects related to their unique situations. Tom's experience with complicated financial planning, portfolio design and execution, along with in-depth estate planning expertise makes him the go-to source for the clients he services. Tom began his career with Merrill Lynch in 1996 to pursue a path that was as equally exciting as flying in the US Navy off aircraft carriers. He is a highly decorated combat veteran of the 1991 Persian Gulf War with 267 carrier landings under his belt. He currently has his Series 65 securities registration.
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
Catalyst/Lyons Tactical Allocation Fund The Fund’s objective is to seek total return from long-term capital appreciation and current income.
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.