WEALTH MANAGEMENT with YOU as a priority.
Dream. Plan. Achieve.
Independent. Fiduciary. Registered Investment Advisers.
WEALTH & ASSET MANAGEMENT
Lyon Bern, LLC is a premier Independent Registered Investment Adviser (RIA) dedicated to reshaping the landscape of wealth and asset management. Driven by fiduciary excellence, we prioritize our clients' financial futures, ensuring every decision made is in their best interest.
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Our firm's unique approach harnesses advanced financial planning tools and innovative strategies, making sophisticated investment solutions accessible to all. Through a seamless blend of technology and expertise, we provide a consolidated view of your financial world, ensuring real-time monitoring of net worth, while also offering a secure vault for vital documents.
Our success isn't just measured in numbers but in the prosperity and trust of those we serve.
ADVISORY DELIVERY
METHODS
ACTIVE ASSET MANAGEMENT
VIMA
VIRTUAL INVESTMENT MANAGEMENT ADVISORY
COMPREHENSIVE FINANCIAL PLANNING
Family Office Advisory
At Lyon Bern, our active management service allows clients to delegate the management of their investment portfolios to our experienced team. Utilizing our proven investment strategies, we tailor each portfolio to meet individual needs and risk profiles. We leverage advanced financial technology and thorough analysis to optimize performance. All separate managed accounts are handled through our primary custodian, Charles Schwab, ensuring security and reliability.
Our investment approach seeks to build portfolios with smart beta, which consists of managing risk by strategically diversifying between asset classes with less correlation between them, thus creating an endowment-style portfolio with the use of alternative assets and investment strategies.
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Equities
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Fixed Income
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Cash Management
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Alternative Investments
Lyon Bern’s VIMA service provides the same high-quality investment advisory as our active management service, including portfolio management investment strategy designs, asset selection, risk management, and tactical diversification strategies. The key difference is that, under VIMA, clients retain control of their assets and are responsible for implementing our recommendations, as we do not have discretionary authority or custody of the assets.
At Lyon Bern, our Comprehensive Financial Planning service is designed to help clients achieve their financial goals through a holistic approach. We provide personalized financial plans that encompass, saving, investing, retirement planning, tax strategies, and estate planning. By leveraging advanced financial technology, we run stress tests, 'what-if' scenarios, and future cash flow projections to ensure a 99% probability of success. Our goal is to provide clarity and confidence in your financial future, offering tailored solutions that align with your unique needs and objectives.
