Strategies built to help you reach your goals
We have a fiduciary duty to always put clients’ interests first — with one simple, transparent fee, so we only do better when you do better. Explore our award-winning strategies below.
A strategy for every stage of your wealth
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. We help you weigh the gains against the risks.
View Guide →Lyons Tactical Allocation Portfolio
A bullish approach to tactical investing that seeks to optimise growth and upside capture through sustained bull market participation.
View Strategy →Hedging Your Portfolio with Algorithmic Trading
A blend of proprietary trading algorithms that analyze price data from multiple markets, driven by empirical data and evidential momentum.
View Strategy →Lyons Small Cap Value Strategy
Our proprietary GRAPES valuation model screens mid, small and micro-cap companies for strong operating results at discounted prices.
View strategy →Tax Smart Investment Strategies
We employ a number of tax-smart investing strategies on your behalf throughout the year — addressing the needs of high-net-worth clients.
View Guide →Roth Conversion Guide
Moving pre-tax IRA or 401(k) funds into a Roth IRA lets funds grow tax-free and enables tax-free qualified withdrawals in retirement.
View Guide →Traditional IRA
Contributions may reduce your taxable income, investments grow tax-deferred, and withdrawals are typically taxed as ordinary income.
View Guide →Tax Legislation & Your Portfolio
Recent tax legislation permanently extends several provisions and introduces new modifications that may affect investors going forward.
View Guide →Lyons Core Portfolio
A core asset portfolio that invests in income-generating common and preferred stocks and corporate bonds with long-term holding periods.
View strategy →Lyons CoinDesk Large Cap Select Index (SMA)
Designed to measure the market-cap weighted performance of some of the largest and most liquid digital assets meeting defined criteria.
View strategy →Financial Planning
SMART financial goals provide a structured and effective approach to setting objectives and financial plans aligned with your personal values.
View strategy →Lyons Enhanced Yield Portfolio
A tax-smart income solution targeting high current income through portfolio margin, with a measure of downside protection.
View strategy →An award-winning wealth management firm
