Forward Thinking · Proactive · Concentrated Solutions

Redefining how your
wealth works

At Lyons Wealth we act as fiduciaries first — with a single, transparent fee, so we only do better when you do better. Award-winning strategies built to grow and protect the wealth you have worked to create.

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Investment Strategies

Award-winning strategies, built around your goals

Concentrated, actively managed solutions engineered to optimise growth, capture upside and preserve capital across market cycles.

SMA

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 or a small group of stocks. While this can result in substantial gains, it also comes with heightened risks, including lack of diversification, financial misalignment, and potential tax implications.

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ALGO

Hedging Your Portfolio
with Algorithmic Trading

Lyons Algorithmic Trading Strategy is a blend of multiple sophisticated proprietary trading algorithms which analyze price data from various markets. This algorithm is designed, maintained and traded by empirical data and evidential momentum. It incorporates a hierarchical model that evaluates the influence of 14 weighted statistics and determined by using 16 variables in its processing. The competing alternatives result in the binary decision of buy or sell.

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Lyons Small Cap Value Strategy

We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small, and micro-cap companies in order to find attractive candidates. We are typically looking for companies with strong current operating results and conservative balance sheets which are trading at discounted prices.

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Tax Smart Investment Strategies

Addressing the Needs of High-Net-Worth (HNW) Clients, We employ a number of tax-smart investing strategies on your behalf throughout the year in your Personalized Portfolios accounts, some as early as when we start building your portfolio

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The Lyons Difference

Real wealth requires real conviction

A fiduciary boutique with institutional discipline — putting client interests first since 2007.

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Award-Winning Strategies

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Award-Winning Strategies

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Award-Winning Strategies

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Award-Winning Strategies

Figures shown are illustrative and fully CMS-editable. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.

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Let's pick up where we left off

There is no substitute for a personal conversation. If you would like to hear how we can help, get in touch and one of our experts will be in contact.

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