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. Our recommendations will never be biased towards any pre-determined products or strategies. 

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. 

 

 

SERVICES

Expertise. Intuition. Ingenuity.

A close up of a business annual report o
Men in a Meeting
Business Meeting

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.

ASSET AND WEALTH 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. 

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.

 

WHY LYON BERN?

  • Unbiased, no-product oriented advisory.

  • No direct affiliation to any broker-dealer. 

  • Advanced financial technical and fundamental analysis protocols. 

  • Industry leading portfolio & asset managers.

  • 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.

  • Personalized financial & investment designs for each of our clients under the different services offered under our RIA.

 

TECHNOLOGY & PLATFORMS

 

CONTACT US

San Juan, PR Office

1225 Avenida Juan Ponce de León

VIG Tower Suite 1201
San Juan, PR 00907

787-238-6525

Miami, FL Office

1000 Brickell Ave, Suite 335

Miami, FL 33131

787-239-5995

 

787-238-6525

  • Twitter
  • YouTube
  • Pinterest
  • Instagram
  • Facebook -  Lyon Bern Wealth Management Solutions
  • Lyon Bern - Wealth Management

©2019 by Lyon Bern. Proudly created with Wix.com