Our Team
Our team at Lyons Wealth Management is made up of talented professionals with backgrounds in finance, portfolio management, entrepreneurship and technology. We are in the business of helping our clients not only reach but exceed their financial goals and dreams.
Lyons Fundamental Small Cap Value Strategy
Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite.
We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies.
Small Cap Value strategy →Our award-winning investment strategies
Lyons Enhanced Yield Portfolio
Consistent, reliable cash flow with each position fully hedged to control downside exposure. Fully liquid — no lockup period, no capital calls.
View strategy →Lyons Tactical Allocation Portfolio (SMA)
Greater long-term upside capture through sustained full market participation and full equity allocations over multi-year periods.
View strategy →Catalyst/Lyons Tactical Allocation (Mutual Fund)
The Fund's objective is to seek total return from long-term capital appreciation.
View strategy →Lyons Fundamental Small Cap Value Strategy
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
View strategy →Lyons Core Portfolio
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency
View strategy →Own a Large Stock Position
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.
View strategy →Lyons CoinDesk Large Cap Select Index SMA
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.
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