About Lancaster Pollard Investment Advisory Group

Lancaster Pollard Investment Advisory Group helps nonprofit organizations achieve superior investment outcomes and meet their fiduciary duties. We function as a Chief Investment Officer for nonprofit organizations that do not have an investment management staff.

Adding debt to the balance sheet is the most important time to re-examine or develop asset allocation, spending or investment policies to ensure your assets and liabilities are working together rather than at odds with each other. Even if it has been some time since debt was added to the balance sheet, it is never too late to reassess investment management plans.

Complete Investment Management Services

Lancaster Pollard Investment Advisory Group performs all of the investment management services such as:

• Evaluating and revising or developing asset allocation, investment and spending policies
• Evaluating, recommending and reporting on the performance of investment managers and investment portfolios 

Importantly, Lancaster Pollard Investment Advisory Group is able to achieve superior investment outcomes for our clients because it combines those services with:

Full Balance Sheet Consulting
We recommend investment choices only after full consideration of debt covenants and the net interest rate risk of both assets and liabilities. Each investment choice you make will be structured to give your organization the financial means to fulfill its mission – today and in the future.

Complete Independence
Our clients receive completely independent investment advice. We don’t sell financial products and because we don’t share fees or accept outside compensation, you can be sure we’re representing your best interests at all times.

Access to the Investment Universe
Our clients have access to a worldwide network of the best investment managers available for their individual situation.  

The Importance of Full Balance Sheet Consulting

Nonprofit organizations exist to support their missions, which can last forever. If an organization constantly manages both sides of its balance sheet, it will make decisions that will result in improved financial strength. Improved financial strength gives the organization more flexibility and means to fulfill and expand its mission.

Lancaster Pollard Investment Advisory Group is a registered investment advisor.

For more information, please visit www.chiefinvestmentofficer.com.

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