Lion’s Eye Wealth is defiantly scrappy. We are competitive and oppose the mainstream to achieve results for our clients. Lions don’t follow the pack, they lead.
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01. Philosophy
Innovators aren’t mainstream, they have a vision informed by the past and present with an eye to the future. They seek to do things differently to achieve goals and bring new things to the world. Lion’s Eye Wealth is the strength and courage of the lion, with the golden eye of vision and strategy. We seek to move beyond the past and present, serving our clients with pioneering research, thinking, and investment opportunities. We are not your father’s financial firm. In fact, we are female led, but remember, in actuality, the lioness is the hunter.
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02. Process
Either through a call, in person meeting, or online video appointment, we have an initial consultation with you to learn about you and your goals. If you’re all set and ready to go, we review your assets and liabilities and develop and present a financial plan and investment strategy to you, tracked to your unique goals. When you say “go,” we execute the strategy for you and keep you informed quarterly as to progress and performance.
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03. Performance
We love alpha, and seek the best return on investments with a close eye on beta (volatility) and risk based on appetite for risk and investment time horizon(s) unique to each. For most, this means different “buckets” with different correlations, risk profiles, and amount of time invested. We diversify across asset classes, sectors, and geographies to manage risk. We’ll never advise you to have all your eggs in one basket.
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04. Innovative Investing
We’ve been at big firms and learned the good and the bad. We are intentionally small and scrappy to serve our clients best. Red tape and long approval processes don’t stop us from acting on behalf of our clients swiftly. In rapidly changing times with more unpredictables than ever, we’ve chosen this route for one reason - to serve our clients with the best investment selection including a vast array of alternative investments. We are active, tactical investors, and passive on a portion of long-term investments.
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05. Lion's Eye Wealth
Each in our own way, we all want to be kings and queens of the jungle. The lion in Lion’s Eye Wealth, represents desire, courage, strength and the power to stand alone in the jungle when necessary to win. The eye is vision, wisdom, and expertise to chart the best course through challenges to accomplish goals. The golden hue of light, warmth, and goodness imbues all that we do for our clients, our communities, and generations to come. We solidly commit to teaching youth about finance so they can navigate the jungle too. We empower the inner lioness in women with financial know-how in finance, and have a special place in our hearts for single mothers since we’re led by one.
DISCLOSURES: Warranties & Disclaimers. There are no warranties implied. Lion’s Eye Wealth is a Registered Investment Advisor (RIA) located in Ridgway, CO. Lion’s Eye Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lion’s Eye Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lion’s Eye Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Lion’s Eye Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lion’s Eye Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lion’s Eye Wealth, please contact the state securities regulators for those states in which Lion’s Eye Wealth maintains a registration filing. A copy of Lion’s Eye Wealth’s current written disclosure statement discussing Lion’s Eye Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website, www.adviserinfo.sec.gov, or from Lion’s Eye Wealth upon written request. Lion’s Eye Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lion’s Eye Wealth’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information provided is for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.