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Rated 5-Stars for Overall Risk-Adjusted Returns - Tactical Allocation*
10 years, 2013-2023
Best Fund Over 5 Years - Out of 120 Flexible Portfolio Funds*
5 years, 2012-2017
Best Fund Over 5 Years - Out of 123 Flexible Portfolio Funds*
5 years, 2013-2018
America's Top Performers - Best Fund Under $100M - Equity*
2021
The Lyons Tactical Allocation Portfolio blends active investment strategies with disciplined risk management to navigate market cycles effectively.
Offensive Equity Portfolio
Defensive Tactical Asset Allocation
Protective Option Hedging
By integrating offense, defense, and risk management, the tactical allocation approach balances growth and preservation.
The Lyons Tactical Allocation Portfolio has consistently outperformed its benchmark and peer funds over time. Here is why it stands out as an attractive choice:
Superior Risk-Adjusted Returns
The portfolio has achieved an annualized return of over 8% since inception, compared to 6% for its benchmark. This outperformance translates to over 50% greater cumulative gains. Meanwhile, tactical shifts help preserve capital during downturns.
Upside Growth with Downside Protection
The portfolio captures over 100% of benchmark returns during bull markets. During bear markets, it preserves capital far better, with 85% downside capture. This balance allows investors to maintain exposure for long-term compounding.
Consistent and Repeatable Process
With a 10-year 5-star Morningstar rating, the portfolio has delivered through a full market cycle. Its rules-based process balances offense and defense to navigate any environment.
The key objectives of the Lyons Wealth Tactical Allocation Portfolio Investment Strategy include:
Tactical asset allocation strategies can help you weather the volatile stock market.
Here are some advantages of this asset allocation:
The Lyons Tactical Allocation Portfolio 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 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, risk hedging is employed using long index options or directional index ETFs. Our risk hedging serves to buffer volatility, limit downside, and provide greater agility in volatile markets.
As of September 30, 2025, these are the weights of the top holdings of the portfolio:
Portfolio Holdings are subject to change and should not be considered to be investment advice.
“Continuity should be one of the main factors when you look into investing with a financial advisor or wealth manager.”
Sander Read
President & Chief Executive Officer
31 Years Managing Wealth
“The big hurdle is the lack of support for recovering passwords, keys, and digital asset locations, making pre-planning crucial.”
Corey Roun
Sr. Director of Trading & Derivatives Strategies
15 Years with Lyons Wealth
“We have a fiduciary duty to always put clients’ interests first, we only do better, when you do better.”
Matt Ferratusco
Senior Portfolio Manager & Analyst
9 Years with Lyons Wealth
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:
“Working with Lyons has been amazing. The team is professional and communicative so I always know how my investments are doing.”
“Lyons Wealth Management helped educate me and allay my fears, as well as provided solid guidance on steps I could take to help me reach my goals even sooner.”
Schedule a call with a financial advisor to discuss the best strategy for you!
Disclaimer:
Past performance does not guarantee future results.
Subsequent markets may perform better or worse than for the periods shown, which will cause the actual results of a portfolio to be better or worse than shown. LIM does not guarantee or offer any assurance that any portfolio or account will be profitable, meet a client’s stated objectives, or prevent or reduce losses. A client may lose money by investing in a portfolio. Actual realized returns will depend on, among other factors, the value of assets and market conditions at the time of disposition, any related transaction costs, and the timing of the purchase. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.
Lyons Wealth Management (“LWM”) began formally tracking its portfolio performance as of April 30th, 2012. Portfolio composite returns are preliminary and are presented on a time-weighted, size-weighted total
return basis using monthly portfolio valuations. The composite returns presented herein include all eligible LWM accounts. To be eligible for inclusion in the LWM composite, an account must be fee paying, fully
discretionary, and not part of a broker wrap program. New portfolios that are managed to the Tactical Allocation Portfolio investment strategy and meet the composite definition will be added to the composite when
fully invested. The composite is not representative of all accounts managed by LWM. All returns are expressed in U.S. Dollars and are presented net of all fees and expenses. The returns reflect the reinvestment of
all dividends and interest. Past performance does not guarantee future results.
No current or prospective client should assume future performance in any specific investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or
loss. Changes in investment strategies, contributions or withdrawals may cause performance results of your portfolio to differ materially from the reported composite return. Different types of investments involve
varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Historical performance results for market indices and/or
categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical
performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
The QRI is a quantitative approach to risk management based on market and economic factors. Such data may not accurately predict price movements. No system or methodology has ever been developed that can
guarantee profits or ensure freedom from losses. No representation or implication is being made that using the QRI as discussed in this presentation will generate profits or ensure freedom from losses.
Lyons Wealth Management officially changed the benchmark of the Lyons Tactical Allocation Portfolio strategy (“LTAP”) from the S&P 500 Index to the Lipper Flexible Portfolio Funds Index during the 2nd quarter of
2017. Lyons believes this Index is a more appropriate and accurate benchmark against which to compare the strategy’s performance. The Lipper Index measures the unweighted average total return performance, net
of fund management fees, of the thirty largest share classes (as available) of funds in the Flexible Portfolio Funds classification. The Flexible Portfolio Funds classification serves as the Lipper peer group for LTAP’s
mutual fund counterpart. Unlike the S&P 500 Index and similar all-equity indexes, the Lipper Index accounts for LTAP’s monthly tactical allocation decision and ability to shift asset classes from stocks to Treasuries, based on its inclusion of managers that employ similar allocation strategies and which allocate across a range of asset classes. The full list of Lipper Index components is available directly from Lipper. Lipper Indices are unmanaged.
© 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
