WEALTH MANAGEMENT with YOU as a priority.
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.
Portafolio de Acciones LB Libre de Estrés
Portafolio Principal de Acciones Blue-Chip
-
Directrices estrictas de acciones: consistencia de ganancias, blue-chip, comportamiento del precio, longevidad del negocio y estilo de gestión.
-
Controles de gestión de riesgos: cobertura, stop-loss y mecanismos de bloqueo de ganancias.
Renta Fija Moderna LB
Portafolio de ETF de Renta Fija.
-
Baja volatilidad.
-
ETFs de bonos municipales y del tesoro a corto plazo.
-
Duración baja, rendimientos atractivos.
Portafolio LB All-Market
Portafolio de ETF Diversificado en el Mercado.
-
Portafolio diversificado entre diez (10) sectores del mercado.
-
Volatilidad reducida derivada de una diversificación ampliada.
Portafolio LB All-Market
Portafolio de ETF Diversificado en el Mercado.
-
Portafolio diversificado entre diez (10) sectores del mercado.
-
Volatilidad reducida derivada de una diversificación ampliada.
