About Us
Lyon Capital Management is an independently owned Registered Investment Advisor (RIA) serving individuals and small business owners around the country. Our customers give us discretionary authority to purchase securities in their investment accounts. Our team bring to the table experience in asset allocation, investment management, security selection, and financial planning, paired with a focus on client 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.
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.