Lanyon Advisory Services

Lanyon Advisory Services (Viewpoint Financial Partners, LLC) provides ongoing portfolio management, financial planning, and access to third‑party managers for individuals, high‑net‑worth clients, charitable organizations and business entities. The firm reports managing roughly $109 million for about 70 clients with two advisors and operates a suite of investment services that include traditional and alternative investments.

The firm documents client goals in individualized Investment Policy Statements and offers both discretionary and non‑discretionary management, with the vast majority of assets managed on a non‑discretionary basis (approximately $106M non‑discretionary versus about $3M discretionary). VFPL uses multiple analytical approaches—charting, fundamental, technical and quantitative analysis—and employs strategies that can include long‑ and short‑term trading, options, margin and allocations to hedge funds, private equity, REITs and annuities.

Compared with many peers, the firm has several uncommon features: it maintains affiliations and referral relationships with other advisers and third‑party managers (including a named fixed‑income manager), its principals are licensed to sell commissionable insurance products, and it accepts performance‑based compensation for qualified clients under a high‑water‑mark structure while also managing non‑performance‑fee accounts. These arrangements and the firm’s stated conflict‑management policies are highlighted in its brochure because they can create potential conflicts of interest distinct from most supported firms.