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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- San Juan, Puerto Rico 00907, Pr
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- lyonbern.com
- HQ
- San Juan, Puerto Rico
Lyon Bern, Llc Questions
Lyon Bern, Llc's website is lyonbern.com
Lyon Bern, Llc's LinkedIn profile is https://pr.linkedin.com/company/lyon-bern-llc
Lyon Bern, Llc has
5 employees.
View email and phone details for 5
employees at Lyon Bern, Llc.
Lyon Bern, Llc's industry is
Investment Management
Lyon Bern, Llc's top competitors are
Sygnus Capital Puerto Rico,
Aton Financial,
Caribbean Wealth Management,
Private Equity Solutions, Llc,
Pariter Wealth Management Group Llc,
Bluhaus Capital, Llc,
Parliament Capital Management,
Fortaleza Capital Partners Llc,
Ashford Venture Partners,
Advent-Morro Equity Partners.
Lyon Bern, Llc's categories are Investment Management
Lyon Bern, Llc's founding year is 2019
