Sometimes it pays
to be different.
At Lyon Investment Services we believe in the fiduciary standard and have been operating under that standard since 1995. We believe that controlling portfolio risk is absolutely essential to enhancing long-term performance targeting cumulative returns. The risk controls that worked yesterday simply may not work in the current environment.
What We Are About
Lyon Investment Services places a high value in taking care of their clients. We are an investment advisory firm that serves clients across the nation. With our 30+ years of experience helping clients achieve their financial goals, we are energized by helping individuals and businesses reach the most appropriate investment solutions.
We are entirely about the process. Why? Because the process is entirely about you.
We wouldn’t have it any other way.
Financial Planning
Setting goals & objectives
Retirement plans
Debt consolidation
Estate planning
Wealth Management
Stocks
Bonds
Options
Alternate Investments
Private equity investments
Hedge funds
Executive Compensation
401K
403b
457
Deferred compensation
Buy-sell agreements
SEP plan
Keogh plan
Let’s Build Something Together!
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