Planning With Purpose
Start by understanding the client's financial goals and determining the financial resources needed to support their desired future.
Our Philosophy
Our DNA is different. So is our approach to wealth.
At Lyons Wealth, we believe successful wealth management begins with understanding what your wealth needs to accomplish. Our philosophy combines personalized financial planning, thoughtful investment decisions, and a proactive approach to managing risk across changing market conditions.
Our core philosophyForward thinking. Proactive portfolios.
A different perspective
Beyond the status quo. Focused on what matters.
Many investment approaches rely heavily on static asset allocations and periodic rebalancing. At Lyons Wealth, we believe investment management should begin with a clear understanding of an investor's financial goals and incorporate thoughtful decision-making as market conditions evolve.
Active Investment Thinking
Look beyond a static allocation and evaluate opportunities and risks as economic and market conditions change.
Proactive Risk Awareness
Recognize that investor behavior and emotional decision-making can become especially challenging during periods of market stress.
"It doesn't accomplish the real essence behind 'why' investors seek a 'professional' in the first place."
We don't do this.
Our core beliefs
Six convictions behind every decision we make
The thinking that shapes how we plan, invest and manage risk on behalf of our clients.
Belief oneEvery investor needs a plan
A written financial plan can help investors clarify their objectives, estimate the resources needed to support their goals, and develop a strategy around their individual circumstances.
"We believe that every investor should have a written financial plan."From our core philosophy
Determining "your number"
30years
The investment value you'll need to achieve a full and happy retirement that could last as long as 30 years.
- 01Define the number
- 02Reverse engineer
- 03Reach the goal
Belief twoDefine your financial destination
Understand the financial resources an investor may need to support retirement and other long-term priorities. Determining your "number" sits at the centre of the plan — it lets us reverse engineer a path to reach your goals.
"Most investment professionals follow a planning protocol but, in our opinion, they fall short in its execution."From our core philosophy
The "status quo" approach
Simple static allocationsPie chartsThe promise of rebalancingPeriodicThe tease of tax-loss harvestingAdd-on
Belief threeLook beyond static asset allocation
If you have sat in front of pie charts and been told that "strategic asset allocation" is the key to success, you know the exercise. We believe effective investment management involves more than selecting a fixed allocation and periodically rebalancing a portfolio.
"It's not a sophisticated approach to money management but it is easy to monitor."From our core philosophy
Belief fourRemain aware of changing market conditions
We believe in the capital markets and agree that over time markets and portfolio values will be higher. We also believe in monitoring economic and market conditions, and evaluating potential warning signs that may affect portfolio decisions.
"It is our observation that bear markets show tell tale signs of their coming onset."From our core philosophy
Belief fiveRecognize the human side of investing
When bear markets appear, investors are at their highest level of emotional risk — often driven by fear, media hype and doomist headlines. Thoughtful decision-making matters most in exactly these moments.
"This is the point when investors will most likely make a potentially life changing and unrecoverable financial decision."From our core philosophy
Belief sixApproach risk with intention
Rather than simply telling investors to "be patient" and "hold the course," we evaluate potential downside, consider investment alternatives, and make decisions consistent with each client's objectives and circumstances.
"We know that timing is never perfect, but to protect investors from this sort of thing is what most folks hire a portfolio manager for in the first place."From our core philosophy
Our approach to changing markets
Prepared to think beyond the headlines.
Market volatility can create uncertainty and test an investor's discipline. Our approach emphasizes awareness of changing economic conditions and thoughtful portfolio decisions rather than relying exclusively on a passive response to every market environment.
What we do
Monitoring risk
- Watching economic and market conditions as they evolve
- Evaluating potential warning signs in context
- Making deliberate decisions aligned with your objectives
What we don't claim
Not predicting with certainty
- No approach can time markets perfectly
- No strategy avoids every downturn or loss
- Investing in securities always involves a risk of loss
"We know that timing is never perfect."
From beliefs to investment decisions
Beliefs that inform our investment decisions.
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01
Understand
Establish the investor's financial goals, circumstances, and planning priorities.
-
02
Evaluate
Assess investment opportunities, changing market conditions, and potential risks in the context of the investor's objectives.
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03
Implement & Review
Apply the agreed-upon investment approach and revisit decisions as circumstances and market conditions evolve.
Explore our investment strategies
Our award-winning investment strategies
Lyons Enhanced Yield Portfolio
Delivering consistent, reliable cash flow. Each position is fully hedged to control downside exposure. Portfolio net yield target of 12–15% annually. Fully liquid — no lockup period, no capital calls.
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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.
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Catalyst/Lyons Tactical Allocation (Mutual Fund)
The Fund's objective is to seek total return from long-term capital appreciation.
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Lyons Fundamental Small Cap Value Strategy
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
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Lyons Core Portfolio
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency.
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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.
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Lyons CoinDesk Large Cap Select Index SMA
CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.
View strategy →Yield targets are objectives, not guarantees. To view our awards in detail, please visit our disclosures page.
Start a conversation
Your goals deserve a thoughtful approach.
Every investor has different priorities, circumstances, and ambitions. Start a conversation with Lyons Wealth to learn more about our investment philosophy and discuss your financial objectives.
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