A complete list of active advisors currently associated with Lyons Investment Management

Warmer can help you find a great advisor at Lyons Investment Management or one who fits your needs even better.

Lyons Investment Management provides discretionary portfolio management to individual and institutional clients, including retirement plans and wrap-fee accounts. The firm manages roughly $73 million across a small number of client relationships and implements account-specific model portfolios. The firm's investment process combines fundamental and quantitative strategies, using a proprietary GRAPES valuation model for value-oriented mandates alongside several microcap momentum and volume-based quantitative models that are rebalanced periodically and can exhibit high turnover. Lyons generally manages accounts on a discretionary basis and offers both asset-based and negotiated performance-fee arrangements for qualified clients while employing equities, ETFs, warrants and other listed instruments. Several operational and affiliation arrangements distinguish the firm from many peers: Lyons shares revenues and operating expenses with an affiliated registered investment adviser and may recommend that affiliated adviser when appropriate, serves as a portfolio manager on Morgan Stanley’s wrap-fee platform, and is affiliated with a CFTC‑registered commodity trading adviser to which it may refer clients for futures trading. The firm also discloses that it uses a related foreign entity in Lithuania to provide model composition, trading and IT services, a relationship the brochure identifies as a potential conflict that the firm monitors.

To learn more about the advisors currently working at Lyons Investment Management, 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
Mark Zavanelli	Winter Park, FL	14

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