Lyons Core Portfolio Strategy
Income Generating Common and Preferred Stocks and Corporate Bonds Intended to Optimize Tax Efficiency
A core asset portfolio built for income and tax efficiency
The Lyons Core Portfolio is a core asset portfolio that invests in income-generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency. Portfolios are generally invested in individual common stocks and own ETFs or mutual funds for preferred stocks and corporate bonds. The Core may utilize margin, and the benchmark is the Dow Jones Industrial Average.
- Common stocksGenerally invested in individual common stocks
- Preferred stocksHeld through ETFs or mutual funds
- Corporate bondsHeld through ETFs or mutual funds
Lyons Core by the numbers
32.89%
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. See the fact sheet and disclosures.
Strategy details
- Minimum Investment
- $100,000
- Margin to Equity
- 30%
- Highwater Mark
- NO
- s.read@lyonswealth.com
- Location
- Winter Park, Florida, United States
- Phone
- (407) 951-8710
- Website
- www.LyonsWealth.com
Sander Read
President and Chief Executive OfficerMr. Read is the Chief Executive Officer of Lyons Wealth. As Lead Portfolio Manager and CIO, he is responsible for overseeing the development, management, and distribution of the firm’s investment strategies. He is the head of the firm’s investment committee for all investment strategies, including equities and derivatives. He serves as co-portfolio manager of the Catalyst/Lyons Tactical Allocation Fund, along with several other programs.
Mr. Read began his career as a Wealth Manager for the Private Client Group (PCG) at Merrill Lynch, managing both institutional and individual assets. In 1997, he transitioned to become the Chief Executive Officer and lead portfolio manager for his own firm, specializing on derivative overlay strategies for high net worth clients with concentrated stock positions. Mr. Read designed and has continued to develop and refine the unique investment strategies over the course of his 30 year career.
View full profileOur award-winning investment strategies
Lyons Tactical Allocation Portfolio (SMA)
Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods.
View strategy →
Lyons Fundamental Small Cap Value Strategy
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
View strategy →
Own a Large Stock Position
Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay — a customized solution for large concentrated stocks.
View strategy →Yield targets are objectives, not guarantees. To view our awards in detail, please visit our disclosures page.
Is Lyons Core right for your portfolio?
Talk with our team about the Lyons Core Portfolio and how it fits your goals.
Talk to an Expert