Lyons Enhanced Yield Strategy
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
Lyons Enhanced Yield Strategy
A tax-smart income solution that targets high current income through portfolio margin with a measure of downside protection. The Lyons Enhanced Yield Strategy is designed to provide a high level of current income, independent of market direction, that is measurable and consistent for investors. The payment produced has better tax efficiency than bond income, and capital appreciation is considered a secondary objective.
The portfolio is levered, holds individual dividend-paying stocks, and risk is controlled through options strategies to hedge against downside volatility. The plan targets an above-average net yield and is fully liquid with no capital call obligations.
- Delivering consistent, reliable cash flow
- Each position is fully hedged to control downside exposure.
- Fully liquid
- No lockup period, no capital calls
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.
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