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Lyons Asset Management (LMA)

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Lyons Asset Management (LMA)

Overview:

LMA provides investment advice and consultation including, but not limited to: discretionary portfolio management, portfolio review and guidance, retirement plan asset review and guidance, and general financial planning. LMA also offers investment management and advice regarding socially responsible investment (SRI), sustainable investing, and green portfolios.
Client portfolios are individually tailored and managed based on client’s needs, risk tolerances, and goals. Clients may impose reasonable restrictions on types of securities, sectors, and individual securities

Joshua Lyons, Sole Proprietor

History:

Lyons Asset Management (LMA) was formed as a Registered Investment Advisor in 1996 as a sole-proprietorship. The owner is Joshua Lyons. LMA has its office in Stonington, CT.

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