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A Registered Investment Advisor & Fiduciary

About Us

With offices in Rochester, New York, Sarasota, Florida, and Schererville, Indiana, Lyon Capital Management, LLC is a Registered Investment Advisor (RIA), serving individuals and small business owners around the country. Our customers give us discretionary authority to purchase securities (primarily stocks and bonds) in their investment accounts.  Our professionals bring to the table over 50 years of combined experience in asset allocation, investment management, security selection, financial planning and service.

Investment Philosophy

We are optimistic about the global economy. We view the unstoppable rise of technology and the explosive growth of free markets around the world as positive long-term developments that generate limitless opportunities. Our role is to help you take advantage of investment opportunities and manage the inherent risk.  We apply a value investment philosophy and have a track record of strong risk-adjusted performance.

A Registered Investment Adviser (RIA) is registered with and regulated by the Securities and Exchange Commission.  This does not imply a level of skill or training.

Services

For individuals we manage taxable portfolios, retirement accounts and trust accounts. For businesses we manage retirement accounts and corporate investment accounts. An account can be structured as Equity (all stocks), Fixed Income (bonds and cash), or a balance between the two. Accounts are custodied with a large nationally recognized brokerage firm selected for integrity, price and quality of service.