Lyon Bern, LLC is an Independent Registered Investment Adviser (RIA), committed to the delivery of effective, efficient and tailored approach to wealth and asset management with the outmost integrity and strict code of ethics. Using today's most advanced and proven technical analysis strategies, Lyon Bern, LLC and its investment advisors assess and monitor the risks associated with each investment and the overall market. While focusing on our client's investment objectives, Lyon Bern differentiates itself by successfully implementing risk management and hedging strategies designed to protect against downside risk.Lyon Bern, LLC holds its highest standard based on our Fiduciary Duty. As fiduciaries we hold a legal and ethical relationship of trust with our clients, thus we act in the best interest of our clients. The duty of care requires that every financial decision or recommendation be made in the best interest of our clients. Lyon Bern, LLC was founded with the idea of offering unbiased financial and investment advice to our customers. Our MISSION is to prioritize our client's needs before anything else; hence working as fiduciaries for our clients. Our recommendations will never be biased towards any pre-determined products or strategies. We understand how each of our client's needs are unique and particular, thus we will apply our vast knowledge in financial planning combined with our experience in portfolio management to help our clients reach their financial goals.
View Top Employees from Lyon Bern, LLCWebsite | http://www.lyonbern.com |
Employees | 4 (4 on RocketReach) |
Founded | 2019 |
Industry | Investment Management |
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4 people are employed at Lyon Bern, LLC.