Concentrated mandates for institutional capital
We serve corporate, non-profit, public fund and Taft-Hartley plans with separately managed accounts and custom mandates — built on active, high-conviction research rather than benchmark tracking.
Specialised disciplines, one operating platform
Each discipline is run with its own independent research process and stated capacity. A centralised operations, compliance and reporting platform means our portfolio managers focus on the mandate rather than the infrastructure.
Tactical Allocation
A rules-driven tactical discipline that seeks growth and upside capture through sustained market participation, with defined de-risking triggers.
View strategy →Enhanced Yield
High current income sought through portfolio margin, with an explicit measure of downside protection for income-dependent mandates.
View strategy →Small Cap Value
Our proprietary GRAPES valuation model screens mid, small and micro-cap companies for strong operating results at discounted prices.
View strategy →Core Portfolio
Income-generating common and preferred equity and corporate credit, held long-term with low turnover.
View strategy →Hedged Algorithmic
Proprietary trading algorithms analysing price data across multiple markets, driven by empirical data and evidential momentum.
View strategy →CoinDesk Large Cap Select
Market-cap weighted exposure to the largest, most liquid digital assets meeting defined eligibility criteria.
View strategy →Mandates shaped by your governance
Corporate Plans
Defined benefit and defined contribution mandates with liability-aware construction.
Non-Profits
Endowments and foundations balancing spending policy against long-horizon growth.
Public Funds
Transparent, policy-compliant mandates with the documentation your board requires.
Taft-Hartley Plans
Multi-employer plans needing disciplined risk control and clear trustee reporting.
Structured the way your committee needs it
Investment policy constraints, exclusion screens, concentration limits, transition management and bespoke reporting cadences — we build the mandate around your policy statement rather than asking you to adapt to a fund structure.
Our institutional team welcomes your inquiry
Speak directly with the people who manage the portfolios. We respond to RFPs, consultant questionnaires and due-diligence requests without a gatekeeping layer.
Relationship management
Talk through capacity, positioning and fit with your current manager line-up.
Schedule a call → RFP & due diligenceRequest materials
Composite performance, GIPS reports, ADV Part 2A, Form CRS and questionnaires on request.
info@lyonswealth.com → ConsultantsConsultant relations
Database updates, manager research meetings and search participation.
+1 407-951-8710 →