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WEALTH MANAGEMENT with YOU as a priority.
Dream. Plan. Achieve.
Independent. Fiduciary. Registered Investment Advisers
WEALTH & ASSET MANAGEMENT
Lyon Bern, LLC is a premier Independent Registered Investment Adviser (RIA) dedicated to reshaping the landscape of wealth and asset management. Driven by fiduciary excellence, we prioritize our clients' financial futures, ensuring every decision made is in their best interest. Our firm's unique approach harnesses advanced financial planning tools and innovative strategies, making sophisticated investment solutions accessible to all. Through a seamless blend of technology and expertise, we provide a consolidated view of your financial world, ensuring real-time monitoring of net worth, while also offering a secure vault for vital documents. With a foundation in proven technical analysis, we implement robust risk management measures to safeguard investments. At Lyon Bern, we commit to transparency, integrity, and a tailored strategy, ensuring a clear path towards financial aspirations. Our success isn't just measured in numbers but in the prosperity and trust of those we serve.
ADVISORY DELIVERY
METHODS
ACTIVE ASSET MANAGEMENT
Our investment approach seeks to build portfolios with smart beta, which consists of managing risk by strategically diversifying between asset classes with less correlation between them, thus creating an endowment-style portfolio with the use of alternative assets and investment strategies.
VIMA
VIRTUAL INVESTMENT MANAGEMENT ADVISORY
FAMILY OFFICE ADVISORY SERVICE
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 and tactical diversification strategies but we dont have custody of the assets.
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.
Lyon Bern's Family Office Advisory service caters to affluent individuals and families, offering a holistic financial solution. We manage assets, strategize financial plans, oversee estate and succession transitions, and mitigate risks. Our expertise extends to philanthropy advice, regulatory compliance, tax optimization, and offering insights on market trends. Through consolidation, we ensure streamlined services, facilitate negotiations, and consistently benchmark performance, embodying the essence of a quintessential Family Office, ensuring wealth preservation and growth.
OUR PROCESS
Lyon Bern is a pioneering wealth & asset management firm that harnesses cutting-edge financial planning tools to craft holistic financial strategies for our clients. Through our distinctive advisory process, we conduct a thorough risk assessment, aligning clients' risk tolerances with their current financial exposures.
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This meticulous approach ensures a comprehensive wealth management blueprint and a definite path towards our clients' financial goals.
Consolidation, Supervision and Reporting
At Lyon Bern, we leverage state-of-the-art financial planning software to offer a consolidated, supervised, and comprehensive reporting service.
Our platform seamlessly integrates banking, investment, and insurance accounts, enabling clients to have a real-time overview of their financial landscape and networth. Beyond account tracking, our platform offers budget planning, cash-flow analysis, and advanced Monte Carlo simulators.
