Lancaster Pollard Investment Advisory Group, an independent SEC-registered institutional investment advisor, helps nonprofit organizations create the financial means to last the life of their missions through customized investment strategies. We also help institutional clients improve their retirement plans by reducing and controlling cost, increasing participation, addressing fiduciary obligations and increasing investment flexibility.

Investment Consulting

Lancaster Pollard Investment Advisory Group works with endowments, foundations, health care and charitable organizations to create the financial means to last the life of their missions.

Independence combined with specialized knowledge and experience enables us to optimize an organization’s investment returns relative to its unique risk/return profile.

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Retirement Plan Consulting

Lancaster Pollard Investment Advisory Group provides a comprehensive suite of retirement plan consulting to institutional clients, including fiduciary compliance, investment selection and due diligence, vendor benchmarking and searches, along with employee education oversight.

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The Market Pulse

Lancaster Pollard Investment Advisory Group also produces market research. Click the link below to read the most recent issue.

The Fiduciary Focus

6/8/2015

Importance of the Asset Allocation Study

Academic research has consistently shown that global asset allocation is a primary driver of variability of portfolio performance over a long-term time horizon. Fiduciaries must recognize the...