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WEALTH & ASSET MANAGEMENT

At Lyon Bern, our active management service allows clients to delegate the management of their investment portfolios to our experienced team. Utilizing our proven investment strategies, we tailor each portfolio to meet individual needs and risk profiles. We leverage advanced financial technology and thorough analysis to optimize performance. All separate managed accounts are handled through our primary custodian, Charles Schwab, ensuring security and reliability.

 

Our investment methodology emphasizes the utilization of smart beta, aiming to craft portfolios that manage risk through calculated diversification across less correlated asset classes. This results in an endowment-inspired portfolio enriched with alternative assets and innovative investment tactics.

Our forte lies in distilling complex investment tactics prevalent among major institutions and rendering them approachable for the everyday investor. 

Monitoring market fluctuations

LB Stress Free Equity Portfolio

Lyon Bern's Flagship Investment Portfolio

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  • Proprietary equity portfolio actively managed by our group of portfolio managers and investment officers. 

  • Strict stock guidelines: earnings consistency, blue-chip, price behavior, business longevity & management style. 

  • High dividend-paying portfolio. 

  • Smart Beta & High Alpha. 

  • Objective: to beat the benchmark. 

LB Modern Fixed-Income

Lyon Bern's Premier Cash Management Service

  • Fixed Income Laddered Strategies.

  • Short-to-Mid duration. 

  • Monthly, quarterly, semi-annually coupon / interest payment options. 

  • US Treasuries, CDs, Munis, Agency, & Corporate Bonds.

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stock market investments with Lyon Bern - Wealth Management and Financial Advisors in San Juan, Puerto Rico - Asesores financieros

LB Absolute Return
All-Market Portfolio

All-Weather Investment Strategy

  • Buffer ETFs for stability and principal protection. 

  • All Market Portfolio: A comprehensive "all-weather" investment strategy.

  • Diverse Exposure: Spans 10 crucial market sectors.

  • Growth Potential: Taps into emerging markets and small caps.

  • Stability: Anchored with fixed income.

  • Adaptability: Includes a mix of equities ETFs.

  • Objective: Resilience. Designed to thrive in any market condition.

LB Strategic Income &
Growth Fund

Puerto Rico Private Equity Fund "PEF-PR" 

  • Goal: Reduce single-asset volatility for steady performance.

  • Allocation Strategy: Inspired by the endowment model.

  • Asset Allocation: Strategically placed with top-tier alternative investment managers.

  • Outcome: Balanced approach for both steady income and growth potential.

  • Enourmous tax benefits for its investors. 

    • 0% Capital Gain Tax​

    • Flat 10% tax on interest & dividend income. 

    • 60% deduction of capital investment against the investor's Puerto Rico source taxable income (AGI). 

Image by Scott Graham
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