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Discretionary Asset Management for Institutional Investors

Lyons View Capital (LVC) collaborates with institutional investors to include pension plans, endowments, foundations, trusts, and others, by using our team’s diverse expertise to support your organization’s important mission-driven goals.

Upon engagement, our team at LVC will:

Identify

- client goals, priorities, and objectives

- time horizon and risk tolerance

Develop

- investment policy statement (IPS)

- asset allocation plan

Implement

- asset allocation plan

- rebalance

- minimize transition costs

- maximize tax efficiency

Optimize

- performance of portfolio

Monitor

- asset allocation

- adherence to IPS

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