Who We Are
Lyons Wealth Management is not just wealth management advisors. We offer comprehensive financial planning for those who want to preserve their wealth and create a succession plan. We believe all our clients are unique, and there is no one-size-fits-all approach to wealth management.
We take the time to understand your needs, dreams, goals, and aspirations to create a tailored strategy that addresses your priorities. Our mission is to deliver unparalleled client experience while developing a business our team will want to work at indefinitely.
Setting SMART Financial Goals
SMART financial goals provide a structured and effective approach to setting objectives and financial plans that are clear, achievable, and aligned with your personal values. The SMART acronym stands for Specific, Measurable, Achievable, Relevant, and Time-bound, which are essential criteria for creating actionable goal. Let's explore each criterion and provide examples of SMART:
Our award-winning company has been featured by several prestigious institutions, including:
Founded in 2009, Lyons Wealth Management is an award-winning wealth and investment management firm with a reputation for helping affluent clients reach their personal financial goals and securing their financial future.
As financial advisors, we value our fiduciary responsibility. By incorporating personalized financial plans as the basis for advice and guidance, we can execute investment strategies specifically suited to our client’s goals and future. Today, Lyons Wealth Management continues to grow and expand its client base by providing investors with a quality alternative to the traditional investment model.
We know that timing is never perfect, but to protect investors from this issue, most folks hire a portfolio manager in the first place.
Wealth Management Services
Why should you trust us for investment advisory services? Employing experts in investment management services will help you reap the following benefits:
- Customized financial plan. Most people in the wealth management industry offer clients a one-size-fits-all investment advice. Our private wealth advisors have a personalized approach. We offer tailored strategies to help you achieve your goals.
- Proactive strategies. Our team of experts runs proactively managed strategies that are not the typical static allocation models seen throughout the industry. Think pie charts and fixed percentages. We’ll help you determine the most sensible approach to reaching your goals, match that to the proper strategy, and then follow this up with regular communication so we can track and measure progress toward achieving your goals.
- Financial planning simplified. The investing world can be intimidating, and our goal is to match you with a financial advisor who makes it as easy and accessible as possible. We aim to empower you with the knowledge and tools to invest confidently in any market environment. We’ll help you understand what makes a good investment and how to get the most out of your money.
Contact here to connect with a certified investment management analyst today!
At Lyons Wealth, we get to know our clients to understand their specific goals, objectives, needs, and future desires. We look for a good fit for everyone involved and want to engage in long-term relationships with the clients we advise. Our client roster ranges from multi-generational wealthy families and corporate executives with concentrated stock holdings to successful individuals, business owners, and fiduciaries of charitable funds. We also serve as a sub-advisor to a broad range of investment professionals.
Lyons Wealth Management is focused on results and long-term value creation. We are interested in working with clients who want to maximize their wealth throughout their lives. We are willing to invest in a team of professionals who will provide ongoing service, advice, and counsel. Be one of the few to have a couple of professionals working on your behalf. Schedule a call with Lyons Wealth Management today!
Lyons Investment Strategies
Lyons Enhanced Yield Portfolio
A tax-smart income solution that targets high current income through portfolio margin with a measure of downside protection. The Lyons Enhanced Yield Strategy is designed to provide a high level of current income, independent of market direction, that is measurable and consistent for investors. The payment produced has better tax efficiency than bond income, and capital appreciation is considered a secondary objective.
The portfolio is levered, holds individual dividend-paying stocks, and risk is controlled through options strategies to hedge against downside volatility. The plan targets an above-average net yield and is fully liquid with no capital call obligations.
Lyons Core Portfolio
The Lyons Core Portfolio is a core asset portfolio that invests in income-generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency. Portfolios are generally invested in individual common stocks and own ETFs or mutual funds for preferred stocks and corporate bonds. The Core may utilize margin, and the benchmark is the Dow Jones Industrial Average.
Lyons Fundamental Small Cap Value Fund
The Small Cap Value strategy consists of a diversified portfolio of small-cap value stocks traded on US stock exchanges. We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid-, small, and micro-cap companies to find attractive candidates. We are typically looking for companies with current solid operating results and conservative balance sheets that are trading at discounted prices.
Lyons Tactical Allocation Portfolio (SMA)
This service offers an offense-first, bullish approach to tactical investing that seeks to optimize growth and upside capture. Full equity allocations are maintained long-term while addressing downside risk with separate and distinct solutions for different levels of market risk.
Tactical asset allocation is targeted to the risk of conventional bear markets that cause outsize damage to wealth and require years to recover, as we believe large changes to asset allocation should be reserved for severe risk. This results in rare shifts out of equities, providing greater upside and compound growth.
For short-term periods of market weakness, we employ risk hedging using long index options or directional index ETFs. Our risk hedging serves to buffer volatility, limit the downside, and provide greater agility in volatile markets.
Catalyst/Lyons Tactical Allocation Fund (Mutual Funds)
The Catalyst/Lyons Tactical Allocation Fund offers a different approach to tactical investing by focusing on offense first, and defense next. The Fund uses a proprietary stock selection model that seeks high-performing companies available at a good price and employs a proprietary risk management model to determine when to allocate to its equity portfolio or shift defensive.
Concentrated Stock Positions
Concentrated stock positions is an investment strategy wherein a significant portion of an individual's wealth is tied up in a single stock or a limited number of stocks. Understanding the ins and outs of it is essential for investors who want to make informed decisions and effectively manage the associated risks and rewards.
"Continuity should be one of the main factors when you look into investing with a financial advisor or wealth manager. " - Sander Read, Lyons Wealth CEO and President
Your Trusted Wealth Management Team in Orlando
With over thirty years of experience, you get more than just a certified financial planner through Lyons Wealth. Your investment will be handled by financial advisors with award-winning strategies tailored to your goals in Orlando, FL. The Lyons Wealth investment team has been recognized through numerous awards, accolades, and prestigious rankings from various news outlets and fund evaluation services. These distinctions include:
1 The Catalyst Lyons Tactical Allocation Fund has been awarded 5 Stars by Morningstar for 10 years through December 2022
2 “America’s Top Performers” by Thompson Reuters Lipper Fund Awards for 5 years, 2019
3 “REFINITIV” Lipper Fund Award for 2016, 2018, 2019 for highest consistent return value among 351 funds for the 5 years ending 11/30/2017
4 “Investors Choice – 10 Year Anniversary” Award. 2021 Top Performers Award – Equity Category best fund under 100m
Ready to Take the Next Step?
Should you trust us with investment advisory services? You should partner with financial advisors that put YOU first. Together, we can collaborate on how we can apply our award-winning strategies to your private wealth management. We have one simple, transparent fee that means we only do better when you do better.
Contact our team for a FREE consultation with our experts in wealth management services in Orlando, FL.