Pittsford, NY Office

Lyon Capital Management provides discretionary portfolio management and incidental financial‑planning analyses to individuals (including high‑net‑worth clients), corporate retirement plans, trusts, estates, and small businesses. The firm manages client assets directly, issues quarterly account statements, and delivers semi‑annual performance reports.

The firm follows a value‑contrarian investment approach using both fundamental and technical analysis, constructing diversified portfolios across equities, fixed income, REITs, and cash equivalents while avoiding derivatives and day trading. It also offers a separate Style Rotation ETF strategy that ranks ETFs by recent momentum, may allocate up to 40% to the top‑ranked ETF, and rebalances monthly—an approach the brochure notes is generally best for tax‑deferred accounts.

Noteworthy for a supported firm of its size (roughly $94.8 million in AUM and three advisors), Lyon publicly discloses performance information and presents hypothetical performance in its materials, a practice that is uncommon among peers. The firm recently completed an ownership and investment‑leadership transition and combines traditional security selection with this quantitative ETF rotation option while operating on an institutional custodial platform that provides research and operational support.