We are
professional investment managers with an investment approach
that has helped our clients preserve and increase their wealth.
Selecting a registered investment advisor to become part of your financial team is an
important decision. It is a relationship you do not enter into lightly.
Trust, performance and service are key.
TRUST
-Simply put, hiring an investment manager requires trust and
confidence. The manager, above all else must place the interests of
the client first.
Our dedication to the highest standards of ethics and insistence on
achieving the finest professional qualifications is
on-going. When you hire Lyon Capital Management we become a part of your
professional team and our compensation is based on a percent of
the assets we manage, not on commissions from a product we might sell
or mutual fund fees. In this way we have the same incentive
as you, our client – to consistently protect and
increase your wealth.
PERFORMANCE
- Our unique investment approach has produced
steady and strong risk-adjusted returns. Our clients very successfully weathered the
bursting of the
internet bubble, both preserving and increasing client wealth during the 2000-2002
timeframe when most investors were losing money. We urge you
to request a record of our strong
performance and compare it to your returns during the same
period.
SERVICE
- At Lyon Capital Management service is our number one priority.
You always
work with the same advisors –
Doug Lyon, CFA
and Kate M. Lyon, CFP®.
We begin each day by asking, "What can we do for our clients today?" From there we
move forward to apply our investment philosophy consistently and
constantly during strong and weak market cycles.
Trust, Performance and Service – everything you want in an
investment advisor and more from Lyon Capital Management.
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