A Registered Investment Advisor & Fiduciary
Lyon Capital Management LLC, based in Rochester, NY is a Registered Investment Advisor, 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 40 years of combined experience in asset allocation, investment management, security selection, financial planning and service.
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.
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.