WEALTH MANAGEMENT
WITH YOU AS A PRIORITY

Let us help you plan your journey.

 

About Us

Independent, Fiduciary, Registered Investment Adviser

Lyon Bern, LLC is an Independent Registered Investment Adviser (RIA), committed to the delivery of effective, efficient and tailored approach to wealth and asset management with the outmost integrity and strict code of ethics. Using today's most advanced and proven technical analysis strategies, Lyon Bern, LLC and its investment advisors assess and monitor the risks associated with each investment and the overall market. While focusing on our client's investment objectives, Lyon Bern differentiates itself by successfully implementing risk management and hedging strategies designed to protect against downside risk.

Lyon Bern, LLC holds its highest standard based on our Fiduciary Duty. As fiduciaries we hold a legal and ethical relationship of trust with our clients, thus we act in the best interest of our clients. The duty of care requires that every financial decision or recommendation be made in the best interest of our clients. 

What makes us UNIQUE

Lyon Bern, LLC was founded with the idea of ​offering unbiased financial and investment advice to our customers. Our MISSION is to prioritize our client's needs before anything else; hence working as fiduciaries for our clients while guiding them along the journey to their financial and life goals. 

We understand how each of our client's needs are unique and particular, thus we will apply our vast knowledge in financial planning combined with our experience in portfolio management to help our clients reach their financial goals. 

 

Value-Added Approach
  • Fiduciaries.

  • Unbiased, no-product oriented advisory.

  • Fee Based with competitive AUM Grid. 

  • Advanced financial technical and fundamental analysis protocols. 

  • Advanced hedging strategies. 

  • Access to experts in different financial planning areas to address and achieve your financial goals.

  • Service oriented model with direct portfolio managers access and constant communication between the client and a investment advisor representative.

  • Access to alternative investments strategies for further portfolio diversification. 

 

SERVICES

Expertise. Intuition. Ingenuity.

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INTEGRATION, MONITOR & ANALYSIS (IMA)

Keep in touch with your finances.

Using today’s most innovative account integration, cash-flow monitoring, financial planning, and account analytics platforms, we offer our clients the opportunity to access all of their account with a single log-ing and password. Regardless on where all the assets are held, using the technology of eMoney, our clients can integrate and conglomerate accounts, view their financial movements, cash-flows, and have a better understanding of their net worth.  Also, our clients can receive analysis reports regarding their investment accounts integrated to the platform. Furthermore, we use the platform as a guide tool to maintain the correct path towards achieving our client’s financial goals.

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WEALTH & ASSET MANAGEMENT

A Comprehensive Approach

Applying both advanced technical and fundamental analysis techniques, we have have develop our proprietary effective investment portfolios, each with its own investment objectives strategies. Through the combination of our proprietary investment portfolios, we can diversify our clients between strategies, achieving the correct diversifications based on our clients, needs, objectives and risk-tolerance. 

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COMPREHENSIVE ADVISORY SERVICES

The Path to Success

Under our financial planning program, we offer our clients comprehensive financial plans, tailored and structured to meet our client’s specific needs. Services include, Estate Planning, Alternative Investment Planning, Business Secession Planning, Benefit Plans consulting.

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Wealth & Asset Management

LB Stress Free Equity Portfolio

LB Momentum Portfolio

​Core Blue-Chip Equity Portfolio.

  • Strict stock guidelines: earnings consistency, blue-chip, price behaviour, business longevity & management style. 

  • Risk Management controls: hedging, stop-loss & profit lockers. 

Growth-oriented equity portfolio. 

  • Quarterly-rebalanced portfolio. 

  • Price and trend momentum-following stock selection. 

  • Strict fundamental and technical analysis applied for strong stock selection. 

LB All-Market Portfolio

Market Diversified ETF Portfolio.

  • Diversified portfolio among ten (10) market sectors. 

  • Reduced volatility derived from amplified diversification. 

LB Modern Fixed-Income

Fixed-income ETF portfolio. 

  • Low-volatility.

  • Short-term municipal and treasury bond ETFs.

  • Low-duration, attractive yields. 

 

Alternative Investments

By definition, an alternative investment is an asset class that does not fall into the same category as traditional investments such as cash, stocks or bonds. This asset class allow institutional and accredited investors to diversify their portfolios into different investments not directly correlated to the stock market, thus increasing overall diversification. Furthermore, investing in real assets as alternative investments provide an effective hedge against inflation. 

These non-correlated assets allow for:

  • Increased diversification

  • Inflation hedge

  • Reduced volatility

Type of Alternative Investments:

  • Private Equity Funds

  • REITs

  • Hedge Funds

Past performances do not guarantee future results. Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management. Each client's diversification between Lyon Bern's portfolios will be made individually and based on the client's Investment Policy Statement, their risk tolerance and investment objectives. 

CONTACT US

San Juan, PR Office

252 Ponce de León Ave.

Citi Towers Suite 1403
San Juan, PR 00918

Miami, FL Office

1000 Brickell Ave, Suite 335

Miami, FL 33131

787-395-7325

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