Strategies built to help you reach your goals
We have a fiduciary duty to always put clients’ interests first — with one simple, transparent fee, so we only do better when you do better. Explore our award-winning strategies below.
A strategy for every stage of your wealth
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. We help you weigh the gains against the risks.
View Guide →Lyons Tactical Allocation Portfolio
A bullish approach to tactical investing that seeks to optimise growth and upside capture through sustained bull market participation.
View Strategy →Hedging Your Portfolio with Algorithmic Trading
A blend of proprietary trading algorithms that analyze price data from multiple markets, driven by empirical data and evidential momentum.
View Strategy →Lyons Small Cap Value Strategy
Our proprietary GRAPES valuation model screens mid, small and micro-cap companies for strong operating results at discounted prices.
View strategy →Tax Smart Investment Strategies
We employ a number of tax-smart investing strategies on your behalf throughout the year — addressing the needs of high-net-worth clients.
View Guide →Roth Conversion Guide
Moving pre-tax IRA or 401(k) funds into a Roth IRA lets funds grow tax-free and enables tax-free qualified withdrawals in retirement.
View Guide →Traditional IRA
Contributions may reduce your taxable income, investments grow tax-deferred, and withdrawals are typically taxed as ordinary income.
View Guide →Tax Legislation & Your Portfolio
Recent tax legislation permanently extends several provisions and introduces new modifications that may affect investors going forward.
View Guide →Lyons Core Portfolio
A core asset portfolio that invests in income-generating common and preferred stocks and corporate bonds with long-term holding periods.
View strategy →Lyons CoinDesk Large Cap Select Index (SMA)
Designed to measure the market-cap weighted performance of some of the largest and most liquid digital assets meeting defined criteria.
View strategy →Financial Planning
SMART financial goals provide a structured and effective approach to setting objectives and financial plans aligned with your personal values.
View strategy →Lyons Enhanced Yield Portfolio
A tax-smart income solution targeting high current income through portfolio margin, with a measure of downside protection.
View strategy →Trump's Big Beautiful Bill
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, permanently extends several tax provisions originally set to expire under the Tax Cuts and Jobs Act (TCJA) of 2017. It also introduces modifications and new provisions that may affect investors.
View strategy →An award-winning wealth management firm
Guide Investors
We make the complicated simple so that you can make the right choices.
Attentive Advisors
We take the time to understand your unique situation.
Award-Winning
“5 Star” rating by Morningstar over the past 10 years.
Experienced
Trusted by investors since 1997.