Kathleen Lyon's Contact Details

Kathleen Lyon's Company Details

Lyon Capital Management, LLC

Pittsford, New York, United States • 3 Employees
Investment Management

Lyon Capital Management, LLC is a Registered Investment Advisor. Founded in 1994 we have consistently grown the business in strong and weak market cycles. The firm now manages over $55 million for individuals and small businesses throughout the United States. With a base of clients in upstate New York, southwest Florida and Coastal South Carolina we go the extra mile to serve clients…wherever they may be. Our professionals have worked in the investment business and bring to the table over 40 years of combined experience in asset allocation, portfolio management, security selection, financial planning and personal service.Why we are unique:• Instead of an account representative, our clients work directly with their investment decision maker. • Instead of selling products on commission, we provide a fee-based service. Our interests are aligned with our clients'. • We own what clients own. Lyon Capital Management employees hold the same securities as our clients, with few exceptions.• Clients want to know what they own and why. So, we provide an executive summary for every equity security purchased or sold.