OUR PORTFOLIO STRATEGIES

At Lyons Wealth Management our mission is to create unique investment solutions that help our clients meet their long-term goals. We differ greatly from the traditional "strategic asset allocation" practitioners who customarily fill their client accounts with index ETF's. As stated before, this is an easy business model for the advisor but not sophisticated nor ideal for affluent investors. 

 

 We believe conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek to innovate forward-thinking investment strategies that address the needs of the evolving investment landscape and help clients fulfill their financial plans. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions. 

 

As a fee-only, fiduciary advisor, we also take great pride in being financially aligned with our clients.

When you succeed and win, we do too.