Winter Park, FL Office
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Lyons Wealth Management
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Firm-wide stats for Lyons Wealth Management
About
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.
Based on Lyons Wealth Management
Expertise
Based on Lyons Wealth Management
Location
280 W. Canton Ave Ste 430
Winter Park FL 32789
Advisors at this office
3
Advisors at this office
Jeroen L
Series 65
Winter Park, FL
Lyons Wealth Management
Jeroen Linders is a financial advisor at Lyons Wealth Management with eight years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2017. Outside of finance, he works as a pilot for Helicopters Inc., flying news helicopters and managing aircraft maintenance in the Orlando area. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other legal entities. The firm employs fundamental security analysis combined with quantitative risk models and utilizes options and derivatives across various strategies, including tactical allocation and income-focused programs.
Austin J
Series 65
Winter Park, FL
Lyons Wealth Management
Austin Jack is a financial advisor at Lyons Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at Lyons Wealth Management and Black Legend Capital. Prior to his advisory career, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm combines fundamental and technical analysis with model-driven tactical allocation and employs options and other derivatives in separately managed accounts.
Alexander R
Series 63, Series 65
Winter Park, FL
Lyons Wealth Management
Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.
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