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

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

Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional and investment company clients. The firm manages roughly $109 million in client assets across a little over 100 accounts and generally charges percentage-of-assets advisory fees for portfolio management services. The firm’s investment process combines fundamental and technical analysis with model-driven tactical allocation for certain strategies, and it routinely employs options, collars, and other derivatives in separately managed accounts. Lyons also uses portfolio margin and algorithmic overlay strategies as part of its programs, manages accounts on a discretionary basis, and will accept reasonable client-imposed restrictions on management. Lyons is notable among peers for its multi-entity structure and product relationships: it serves as sub-advisor to an open-end mutual fund and other investment programs, has contractual arrangements to receive both management and performance-related compensation from funds and third parties, and is affiliated with a registered commodity trading advisor that conducts futures trading. The firm also participates in a wrap-fee program and has advisors who receive brokerage commissions through an outside broker-dealer, arrangements that create additional conflicts and oversight considerations relative to many supported firms.

To learn more about the advisors currently working at Lyons Wealth 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.

You can also browse Lyons Wealth Management's office locations.