Hi, I’m Dexter Lyons. As you have probably experienced yourself, life has a way of taking unexpected turns that lead to lessons and decisions that make us who we are today. A prank with a blast of compressed air left me with a ruptured disk shortly after high school, prompting my decision to attend college and find a new career. There, I became fascinated with computers and investing and promptly lost $10,000 trading penny stocks.

At first, I thought I was the problem. So, I found an experienced broker – my dad’s best friend’s broker – and invested $26,000 of my hard-earned money. In just two weeks, half my money was gone. That left me very motivated to find out how I could be on the winning side of the trade.  I made a promise to myself that I would try to never suffer excessive losses again.  I focused my college studies on computers and the stock market. Soon I was putting new ideas based on technical analysis to work investing through local stock and computer clubs.  I later invested my own account at a discount brokerage firm, buying and selling no-load, no-transaction-fee (NTF) mutual funds using some basic chart-analysis techniques.  Since then, I have spent over 36 years in the investment industry, managing client assets.

Over time, as I accumulated assets and years, my focus has turned more and more to capital preservation. I still attempt to make money when the risk is low, and my indicators show the market is on a steady up trend. But when the risk/reward ratio doesn’t make sense, I turn conservative. This is the approach I take managing client monies. In fact, I invest client assets exactly the same as my own money. I watch their investments every day and I do my best to manage risk in rocky markets so that when the market is in our favor, we have the funds to invest and potentially profit from up moves.

I welcome the opportunity to discuss my investment approach and results with you, and I look forward to continuing my pursuit of being on the winning side of the trade.