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VIMA

Virtual Investment Management Advisory

We ADVICE... You CONTROL the assets.

Financial Report

'Virtual'

Introducing Lyon Bern's VIMA (Virtual Investment Management Advisory) - a unique advisory experience where expertise meets autonomy. Dive deep into tailored guidance on asset selection, allocation, risk management, and diversification strategies. But here's the twist: while we provide top-tier advice, you stay in the driver's seat, maintaining full control and custody of your assets. It's the perfect blend of our insights and your independence; we guide, and you decide. With VIMA, enjoy the freedom of active decision-making, underpinned by our trusted expertise.

Work Space

Held Away Account Management

Lyon Bern's VIMA service seamlessly supercharges your overlooked assets like 401(k)s, turning them into actively managed, optimized retirement investments without the fuss of a separate account.

01

Comprehensive advisory for "held away" accounts like 401(k)s & Deferred Compensation Plans.

03

Tailored investment advisory without requiring a separate large investment account.

02

Expert tools and guidance to enhance retirement accounts' potential.

04

Consolidation and active management of often overlooked assets.

CONTACT US

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Main Office

252 Ponce de León Ave.

City Towers Suite 1403
San Juan, PR 00918

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EMAIL

info@lyonbern.com

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PHONE

787-395-7325

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©2019 by Lyon Bern.

Privacy Settings and Terms& Conditions

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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