A complete list of active advisors currently associated with Lyons Capital Group
Warmer can help you find a great advisor at Lyons Capital Group or one who fits your needs even better.
Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals (including high-net-worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. Services include written financial plans, non-discretionary investment management, and retirement-plan advisory support with recommendations for External Managers where appropriate. The firm tailors recommendations through a financial planning process that documents client objectives, risk tolerance, and liquidity needs, and it uses both fundamental and technical analysis to construct portfolios. Investment strategies emphasize ETFs and mutual funds (with equities, bonds, REITs and annuities used when suitable) and rely on third-party research and pricing sources for valuation and analysis; accounts are monitored with at least annual formal reviews and event-driven updates. Notably, LCG manages all client assets on a non-discretionary basis, while commonly recommending External Managers that may require discretionary authority, producing a hybrid oversight arrangement that differs from many peers. The firm also delivers financial plans as completed, written reports rather than ongoing planning engagements, and operates with a small advisory team serving a mix of individual and institutional clients.
To learn more about the advisors currently working at Lyons Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Shreveport, LA
| 15
| |
Shreveport, LA
| 2
|
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