Lyons Investment Management

Lyons Investment Management operates alongside an affiliated chartered trust company within The Lyons Companies group. This trust company holds the fiduciary charter and acts as directed trustee or full trustee on accounts administered by the investment management unit. The shared parent structure means both entities report through common governance rather than operating at arm's length.

Because the firm manages assets inside trust structures, the investment committee must account for current and remainder beneficiary interests, mandatory income distributions, and principal preservation rules that do not apply to non-trust accounts. This tilts the equity allocation toward dividend-payers and moderates duration risk in fixed income, with muni-bond ladders and individual Treasuries often replacing aggregate bond funds to match trust distribution schedules.

The firm manages both trust and non-trust accounts. Advisory-only relationships typically come through referrals from the private bank or estate-planning attorneys who already work with the trust company. The minimum relationship size is not published, but the service model — which bundles investment management, custody, and planning — points to a threshold in the low seven figures.

Public record describes The Lyons Companies as a privately held financial services holding company headquartered in Florida. The group is closely held, with ownership concentrated among founding-family members and long-tenured executives. No outside private equity or institutional ownership stake has been disclosed.

Lyons Wealth Management, a sibling entity within The Lyons Companies, operates registered fund products including the Lyons Tactical Allocation Fund. Lyons Investment Management focuses on separately managed accounts, though cross-entity referrals and shared research resources are possible given the common ownership and overlapping leadership.