What we are
A managed account relationship
- Fully managed and automated
- Separately managed accounts
- Your own cash or IRA account
- 2% annual management fee
- $25K minimum account size
- You may cancel at any time
Lyman Wealth · Quantelligent® Investing
Active investing.Your account stays yours.
Lyman Wealth manages automated, aggressive investment strategies in separately managed brokerage accounts. Your broker account remains yours; our role is to manage the investing.
For investors who can tolerate substantial volatility and amplified drawdowns.
Registered adviserCRD 315973
Latest Form ADVFiled Jul 20, 2026
Regulatory AUM$22.6M reported
Discretionary accounts298 reported
How the relationship works
Know what you are hiring—and what you are not.
Lyman Wealth is an investment adviser managing individual brokerage accounts. It is not a pooled fund, a trading signal service, or a place where clients hand over custody of their money.
What we are not
A fund or promise of easy returns
- A trading signal service
- Pooled client assets or a fund
- Custody of your money
- A complex fee structure
- Only for accredited investors
- A contractual time commitment
Suitability must be determined before investing. Lyman Wealth’s strategy is not appropriate for everyone.
The investment approach
Rules-based by design. Active by necessity.
Quantelligent® is an innovative blend of Dollar Cost Averaging and Value Averaging designed to capture and compound index volatility—endeavoring for continuous buy-low, sell-high behavior without timing the market.
The strategy uses leveraged exchange-traded funds. That leverage can magnify gains, but it can also magnify losses and extend recovery periods.
Read the complete investment philosophy01
Research the parameters
Millions of historical permutations are back-tested, then visualized to identify parameters used in the strategy.
02
Manage positions daily
Positions are monitored and adjusted each day through software designed for consistent, rules-based execution.
03
Make activity visible
Clients can review performance, real-time updates, and analytics in the Lyman Wealth client portal.
Visibility after onboarding
Your brokerage account is the source of truth.
The Lyman Wealth portal adds real-time updates, performance information, and detailed analytics. Clients can also sign in to their broker account to corroborate the data.
How to get started
Understand first. Then decide.
An introductory conversation should establish suitability, risk tolerance, and whether this strategy belongs in your broader portfolio.
- 01Review the strategy and disclosures
Read the Form ADV, client brochure, methodology, and historical results.
- 02Open and fund your broker account
The account remains in your name as a cash or IRA brokerage account.
- 03Complete the advisory agreement
Lyman Wealth then manages the agreed investment strategy.
Investment results
Performance, year by year.
Explore consolidated net returns, benchmark comparisons, and the reports behind the results.
Review historical consolidated returnsAnnual results, benchmark comparisons, reports, and risk context
| Period | Lyman Wealth | S&P 500 benchmark | Source |
|---|---|---|---|
| 2021* | 36.6% | 13.9% | Report |
| 2022 | -67.8% | -19.4% | Report |
| 2023 | 154.5% | 24.2% | Report |
| 2024 | 65.6% | 23.3% | Report |
| 2025 | 40.6% | 16.4% | Report |
| 2026 YTD** | 31.9% | 12.9% | — |
| Annualized** | 26.4% | 12.1% | — |
* Starting 4/19/2021. ** As of 8/28/2026. Net returns are after fees, dividends, and interest.
Annual returns include only accounts open before the beginning of the year, except in 2021. Results are not guaranteed, and past performance does not indicate future results. Modeled performance is hypothetical and does not represent actual client experience. Leveraged ETFs involve substantial risk and can amplify losses. This strategy is intended only for a small portion of a portfolio designated for aggressive growth.
A measured next step