Tactical Precision in Managing Your Wealth

We take the time to understand your needs, dreams, goals, and aspirations to create a tailored strategy that addresses your priorities. Schedule your introductory call and start your journey today.

Transparency matters – view our Form CRS here.

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Award-Winning Wealth Management

Awarded 5-Stars for the Lyons Tactical Allocation Portfolio*

10 years, 2012-2022

Awarded 5-Stars for the Small Cap Value Strategy*

10 years, 2014-2024

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

Lyons Wealth Can Help You Reach Your Investment Goals

& More Strategies

Join thousands of satisfied clients who have achieved their financial goals with us. Our goal is to offer personalized asset management tailored to your needs, excellent service from dedicated investment counselors, and access to comprehensive financial planning resources covering Social Security, Medicare, estate planning, and tax efficiency strategies. With a fiduciary duty to always put your interests first and a simple, transparent fee structure ensuring we succeed when you do, we are committed to your financial success.

Here are a few more of our *award-winning strategies:

Mutual Fund
Core Portfolio
CoinDesk Large Cap Select Index SMA
Financial Planning

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Meet Your Wealth Managers

“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

Who We Work With

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:

Multi-Generational Wealthy Families
Corporate Executives with Concentrated Stock Holdings
Successful Individuals
Business Owners
Fiduciaries of Charitable Funds
Investment Professionals

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“Working with Lyons has been amazing. The team is professional and communicative so I always know how my investments are doing.”

Daniel S

Business Owner (Current client not paid for testimonial)

“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.”

Dorothy P

Retiree (Current client not paid for testimonial)

Start Investing With Lyons Wealth Today!

A financial advisor will get with you to figure out what is the best strategy specially catered to you!

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Disclaimer:

Advisory services are provided by Maat Investment Group (“Maat”) is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.

Different types of investments involve varying degrees of risk. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or 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, and economic conditions may materially alter the performance of your portfolio. You should consul with a professional adviser to discuss your specific investment needs.

Content should not be viewed as personalized investment advice nor as an offer to buy or sell any securities referenced herein.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Catalyst Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-447-4228 or at www.CatalystMF.com. The prospectus should be read carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Catalyst Capital Advisors, LLC is not affiliated with Northern Lights Distributors, LLC.

Risk Considerations:
Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund’s portfolio. The Fund is non-diversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds. The performance of the Fund may be subject to substantial short term changes. Interest rate risk is the risk that bond prices overall, including the prices of securities held by the Fund, will decline over short or even long periods of time due to rising interest rates. These factors may affect the value of your investment.

As of 12/31/2023, CLTAX received 2-stars for 3 years, 2-stars for 5 years, 4-stars for 10 years, and 3-stars Overall in the Tactical Allocation Category out of 234, 214, 140, and 140 funds, respectively. As of 12/31/2023, CLTCX received 2-stars for 3 years, 2-stars for 5 years, 3-stars for 10 years, and 3-stars Overall in the Tactical Allocation Category out of 234, 214, 140, and 140 funds, respectively. CLTIX received 2-stars for 3 years, 3-stars for 5 years, 4-stars for 10 years, and 3-stars Overall in the Tactical Allocation Category out of 234, 214, 140, and 140 funds, respectively.

The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life sub-accounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10- year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2024 Morningstar, Inc. 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.

Investors Choice Awards Methodology – All funds reporting to Allocator.com are considered for the awards. The Top Performer Awards – these are granted to the select few funds which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk-adjusted returns. The 2021 Top Performer award winners will be chosen based on absolute returns from January 1, 2020 to December 31, 2020. The Long Term categories consider returns from January 2018 to December 2020.

© 2023 Morningstar. CLTIX rated 4 stars for the period ending 1/31/2024, based on 5-year risk adjusted returns out of 213 funds in the Tactical Allocation category, is rated 2 stars for the 3-year period ending 1/31/2024 in the Tactical Allocation category based on risk adjusted returns out of 231 funds, and the overall rating for is 3 stars for the period ending 1/31/2024 based on 5-year risk adjusted returns out of 231 funds in the Tactical Allocation category. 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.