Virtual Investment Management Advisory
We ADVICE... you CONTROL the assets.
Lyon Bern’s VIMA service is a “virtual” investment advisory service where we advise individual and institutional clients on portfolio management, (including asset allocation and tactical diversification strategies), financial planning, retirement planning and financial risk management.
We serve as independent investment and financial advisor while the client maintains control and custody of the assets.
CONSOLIDATION, SUPERVISION & REPORTING
We provide an easy solution to supervise all of your financial accounts together in one safe, secure, and simple platform. Each client's dedicated financial portal offers a complete wealth management website where clients can keep track of their multiple financial and non-financial strategies.
Budget & Cash Flow Analysis
Real-time Montecalo Simulators
This tool not only helps our clients monitor their real-time Net Worth, but it also serves as a safeguarding tool where important documents such as Wills, Trust Documents, and even Insurance Policies can be kept and easily accessible in the platform's encrypted Vault.