Filing a Flight Plan

Lysander’s investment products are sold through financial advisors as a reflection of our belief that investors can benefit significantly from a professional’s guidance and advice in creating an investment plan that meets their individual needs and goals.

Defined Parameters: Controlling Volatility

  • Strict risk management, legal controls and governance
  • Institutional expertise applied to individual investors
  • Long-term, conservative investment strategy in place
  • Lysander hires and manages investment managers with distinct styles
    • Investment managers adhere to pre-determined mandates
    • Positions monitored daily

Flight Performance

You’re only as good as your engine. To get investors to their required destination, we believe an investment manager needs to be Conservative, Focused, Value-Driven, and Fee-Conscious.

Pay attention to the weather. Volatility can mean a tremendous tail-wind, but turbulence doesn’t have to be scary; an investment manager helps to maintain stability.

Pay attention to aero-dynamics. Reduce the amount of drag on a portfolio; fees matter.