Specialist strategies your clients cannot get elsewhere
Lyons Wealth builds concentrated, actively managed portfolios available as SMAs and models — engineered to complement, not duplicate, the allocations already in your book.
Five stars. Three strategies. One fiduciary standard.
Our tactical, income and small-cap value disciplines each pursue a distinct source of return. Review the current positioning, capacity and allocation guidance before your next client meeting.
Specialised disciplines, one operating platform
Your clients choose from concentrated strategies each run with its own independent approach and research process — supported by a single, centralised operations and reporting platform, so our managers stay focused on delivering results.
Tactical Allocation
A bullish approach to tactical investing that seeks to optimise growth and upside capture through sustained bull market participation.
View discipline →Enhanced Yield
A tax-smart income solution targeting high current income through portfolio margin, with a measure of downside protection.
View discipline →Small Cap Value
Our proprietary GRAPES valuation model screens mid, small and micro-cap companies for strong operating results at discounted prices.
View discipline →Core Portfolio
Income-generating common and preferred stocks and corporate bonds, held long-term to optimise tax efficiency for taxable accounts.
View discipline →Hedged Algorithmic
A blend of proprietary trading algorithms analysing price data across multiple markets, driven by empirical data and evidential momentum.
View discipline →CoinDesk Large Cap Select
Measures the market-cap weighted performance of the largest, most liquid digital assets meeting defined eligibility criteria.
View discipline →Built to fit your practice
Separately Managed Accounts
Direct ownership, full transparency and tax-lot level control for your client's taxable assets.
Model Delivery
Deliver our positioning through your existing platform while you retain trading and the client relationship.
Sub-Advisory
Bring a specialist sleeve into your own portfolios where you need concentrated exposure.
Custom Mandates
Constraints, screens and concentration limits tailored to a household's specific circumstances.
Monthly fixed income update
Equities: primed for a shift?
Explaining a concentrated position
Talk to the people who manage the money
No call centre and no gatekeeping. Reach a U.S.-based investment specialist directly, at no additional cost, and get straight answers on positioning, capacity and onboarding.
Speak with our team
Talk through positioning, capacity and how a Lyons sleeve fits alongside your existing allocations.
Schedule a call → Due diligenceRequest materials
Composite performance, ADV Part 2A, Form CRS and strategy fact sheets on request.
info@lyonswealth.com → Direct lineCall Winter Park
Reach a U.S.-based investment specialist directly — no call centre, no wait.
+1 407-951-8710 →