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WEALTH MANAGEMENT with YOU at the CENTER of what WE DO.
VIMA
Virtual Investment Management Advisory
We ADVICE... you CONTROL the assets.
'Virtual'
Lyon Bern’s VIMA service is a “virtual” investment advisory service where we advise individual and institutional clients on portfolio management, including asset selection, asset allocation, risk management protocols (including hedging and market signals), and tactical diversification strategies.
Control
Unlike our active management service, under our VIMA service clients have control of their assets thus, are responsible for implementing the designed strategies since Lyon Bern LLC will not have discretionary authority or custody of the client’s assets.
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