Redefining how your
wealth works

At Lyons Wealth we act as fiduciaries first — with a single, transparent fee, so we only do better when you do better. Award-winning strategies built to grow and protect the wealth you have worked to create.

What type of investor are you?

Choose a path to help us better serve you Individual Investor

Financial Professionals & RIAs

Institutional Investor

Investment Strategies

Award-winning strategies, built around your goals

Concentrated, actively managed solutions engineered to optimise growth, capture upside and preserve capital across market cycles.

SMA

Own a Large Stock Position

A concentrated stock position occurs when a significant portion of an investor's wealth is tied to a single stock or a small group of stocks. While this can result in substantial gains, it also comes with heightened risks, including lack of diversification, financial misalignment, and potential tax implications.

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ALGO

Hedging Your Portfolio
with Algorithmic Trading

Lyons Algorithmic Trading Strategy is a blend of multiple sophisticated proprietary trading algorithms which analyze price data from various markets. This algorithm is designed, maintained and traded by empirical data and evidential momentum. It incorporates a hierarchical model that evaluates the influence of 14 weighted statistics and determined by using 16 variables in its processing. The competing alternatives result in the binary decision of buy or sell.

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Lyons Small Cap Value Strategy

We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small, and micro-cap companies in order to find attractive candidates. We are typically looking for companies with strong current operating results and conservative balance sheets which are trading at discounted prices.

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Tax Smart Investment Strategies

Addressing the Needs of High-Net-Worth (HNW) Clients, We employ a number of tax-smart investing strategies on your behalf throughout the year in your Personalized Portfolios accounts, some as early as when we start building your portfolio

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SMA

Roth Conversion Guide

A Roth conversion moves pre-tax IRA or 401(k) funds into a Roth IRA. You pay ordinary income tax on the converted amount in the year of the transfer. Once in a Roth, the funds grow tax-free, enable tax-free qualified withdrawals in retirement, and are exempt from lifetime Required Minimum Distributions (RMDs).

When to consider a roth conversion >>

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SMA

Traditional IRA

Contributions may reduce your taxable income in the year they are made. Investments grow tax-deferred, meaning you do not pay taxes on earnings until withdrawal. Annual contribution limits are set by the IRS. Withdrawals are typically taxed as ordinary income. Required Minimum Distributions (RMDs) must begin at a certain age.

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The Lyons Difference

Real wealth requires real conviction

A fiduciary boutique with institutional discipline — putting client interests first since 2007.

Strategies

Years of Experience

States Registered

Team

Figures shown are illustrative and fully CMS-editable. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.

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