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NOW AVAILABLE ON SAWTOOTH – LYONS TACTICAL PORTFOLIO!

by Sawtooth Solutions | Dec 17, 2020 | Technology

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NOW AVAILABLE ON SAWTOOTH –
LYONS TACTICAL PORTFOLIO!

Discover how Lyons Wealth Management takes a different approach to tactical investing, using:

  • Slower triggers for exit & entry signals → we make fewer defensive shifts
  • Individual stock selection → no boring ETF rotation that merely tracks the market at best
  • Enhanced risk management with options → added volatility buffer and risk reduction

This allows us to spend more time in the market with alpha-generating stocks and reduced volatility.

Learn more about Lyons Wealth Management! Register for the upcoming Manager Spotlight Webinar to find out how the Lyons Tactical Allocation Portfolio (LTAP) avoided a drawdown in the “Covid Crash” while fully invested in equities and has strongly outperformed the market and its tactical peers, returning +37.7% net of fees as of 11/30. Select the date that works best for your schedule.

Check out Lyon’s performance report by downloading the report from following link.

DOWNLOAD

Manager Spotlight Webinar
“Balance the fear of missing out with the fear of staying invested”

December 22ND at 3:00 EST

REGISTER

December 29TH at 3:00 EST

REGISTER
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Let’s talk contact Rich at 952-831-0039 ext 9

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Sawtooth Solutions, LLC is an investment adviser registered with the SEC (see Sawtooth’s website for further information and full disclosures). Sawtooth Solutions, LLC and Lyons Wealth Management, LLC are not affiliated and neither are responsible for the liabilities of the other.

Recent Posts

  • Impact For RIAs March 24, 2021
  • A NEW INVESTMENT ORDER March 5, 2021
  • TRIBUTARY NOW AVAILABLE ON THE SAWTOOTH PLATFORM February 18, 2021
  • ER SHARES – WHERE TO FIND THE NEXT TRILLION DOLLAR GROWTH STOCK? January 29, 2021
  • NOW AVAILABLE ON SAWTOOTH – TANDEM INVESTMENT ADVISORS January 22, 2021

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*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Sawtooth Solutions, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. *Salesforce, Salesforce.com and others are all trademarks of Salesforce.com and are used here with permission. Morningstar® Managed PortfoliosSM are model portfolios offered to Sawtooth Solutions, LLC by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. Sawtooth has full discretion to invest client accounts in accordance with a Morningstar Managed Portfolio model or to deviate from the model. In no way should the use of a Morningstar Managed Portfolio by a Sawtooth client be viewed as advice or establishing any kind of advisory relationship with Morningstar Investment Services, who is not acting in the capacity of advisor to individual investors. Morningstar Investment Services is not affiliated with Sawtooth Solutions, LLC. Morningstar Investment Services does not guarantee that the objectives of a portfolio will be achieved or that negative returns can or will be avoided in any of its model portfolios.
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