Alan Jardeleza
Managing Director | Wholesaler - Lyons Tactical Allocation Portfolio/Fund
- Role
- Managing Director Wholesaler at Lyons Wealth Management
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Alan Jardeleza
Wholesaler | Managing Director for the Lyons Tactical Allocation Strategy/Fund covering…
Experience
Managing Director Wholesaler
Jun 2019 — Present · FL, US
Wholesaler for the Lyons Tactical Allocation Strategy/Fund covering the territory from Palm Beach to Jacksonville, Florida. Our proprietary model (QRI-Quantitative Risk Indicator), determines asset allocation: In bad markets, we shift defensively, from equities to treasuries/cash, and conversely, when markets are good, treasuries/cash to a portfolio of high quality, high cash flow equities at a discount. The strategy is available in a Separately Managed Account (SMA) or \'40 Act Fund (CLTIX).
Education
University of Florida
Bachelor's degree
1992 — 1997
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