Lyons Investment Management

Lyons Investment Management, operating as Great Northern Asset Management, Inc., is a registered investment adviser based in Winter Park, FL, providing services since 1994. The firm offers discretionary portfolio management services for individual and institutional accounts, tailoring investment advice to meet clients' needs and objectives. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Lyons Investment Management primarily invests in domestic and foreign equity securities, money market funds, ETFs, and warrants. The firm's investment strategies include Fundamental and Quantitative Strategies, with a focus on capital appreciation and risk-adjusted returns. The minimum account sizes for various strategies range from $100,000 to $300,000, with exceptions made at the firm's discretion. Fees for portfolio management services do not exceed 1.50% annually, billed quarterly based on account value. The firm may engage in performance-based fees for qualified clients. Lyons Investment Management discloses potential risks associated with investments, including margin transactions, short sales, and risks related to company size and concentration. The firm's Code of Ethics emphasizes professional conduct and compliance with regulations. Clients have the option to direct brokerage, and the firm engages in aggregated trading practices. Lyons Investment Management does not have any disciplinary events to report and maintains transparency regarding financial information and custody practices.