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We are a young, tech driven and innovative

  • Writer: Stand Out Consulting
    Stand Out Consulting
  • May 24, 2021
  • 1 min read

To get a new perspective, you need new eyes, mindset, and point of view. To get different results, you need to do things differently.


We are young but in a new economy, that is our advantage.


We combine the knowledge of our senior and more experienced advisors with our capacity to see things with a fresh mindset and with technology, innovation, and creativity helping us customize solutions tailored to our clients' needs.


In an industry dominated by a set way of doing things, youth is our strength and the key to our current success.



 
 
 

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252 Ponce de León Ave.

City Towers Suite 1403
San Juan, PR 00918

EMAIL

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PHONE

787-395-7325

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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 the professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.

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