In the modern age of financial autonomy, many try to balance between seeking professional advice and desiring control over their investments. This sentiment rings particularly true for millennials and those who already have a financial advisor or simply manage their own investments. Lyon Bern’s VIMA – the Virtual Investment Management Advisory service, seamlessly blends expert guidance with personal control.
The VIMA Promise: We ADVICE... You CONTROL the Assets
At its core, VIMA understands the pulse of today’s investors: the quest for sound advice without relinquishing control over assets. The "virtual" aspect of this service underscores its flexibility and adaptability, catering to both individual and institutional clients. Here’s what you get:
Expert Portfolio Management: From asset allocation to tactical diversification strategies, Lyon Bern provides seasoned advice tailored to your unique financial goals.
Holistic Financial Planning: Beyond mere investments, dive deep into financial planning, retirement strategies, and risk management, all under one umbrella.
Retain Asset Control: Even as you receive top-tier advice, the reigns remain firmly in your hands. Maintain control and custody of your assets, ensuring peace of mind.
One-Stop Financial Consolidation with VIMA
Managing multiple accounts can be overwhelming. VIMA streamlines this process, offering a comprehensive platform to monitor all your financial engagements:
Unified View of Accounts: With a bird’s eye view of banking, investment, and insurance products, take control like never before.
Financial Health at a Glance: Track your budget, analyze cash flow, and utilize real-time Monte Carlo Simulators to project future financial scenarios.
Net Worth Tracking in Real-Time: As you make investments or alter financial strategies, monitor your net worth in real-time, offering instant insights and the ability to make swift decisions.
Secure Storage with the Vault: VIMA isn’t just about tracking; it’s also about safeguarding. Store crucial documents like Wills, Trust Documents, and Insurance Policies in an encrypted Vault. Access them easily when you need them, without sifting through stacks of papers or files.
Why VIMA Resonates with the Modern Investor
Millennials and proactive investors of today are tech-savvy, informed, and often prefer a hands-on approach to their finances. VIMA embraces these needs. It offers the best of both worlds – the assurance of expert advice and the freedom of independent control.
Moreover, with the world increasingly moving online, having a virtual platform that provides both advice and an organizational tool is indispensable. It saves time, offers clarity, and ensures that all financial decisions, big or small, are made with the best possible guidance.
Contact Lyon Bern to learn more about VIMA
Whether you’re someone who already has a financial advisor, a millennial looking to blend tech with finances, or simply someone who values autonomy, VIMA is tailor-made for you. Contact us to better understand how it works and see if this is right for you.
Wealth & Asset Management in San Juan, Puerto Rico
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252 Ponce de León Ave. Citi Towers Suite 1403 San Juan, PR 00918
Disclosure: 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. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Lyon Bern, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with a professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.