Lancaster Pollard Investment Advisory Group, an SEC-registered investment advisor, works with nonprofit organizations to create the financial means to last the life of their missions. Specifically, we provide Investment Advisory and Portfolio Management services.

Investment Advisory Services

As we work to optimize investment returns, we model total financial risk rather than just investment-associated risk. We do this because we recognize the need to properly define risk in order to make the right investment decisions. 

The risk-based model utilized by Lancaster Pollard Investment Advisory Group addresses the financial viability of the organization for the life of the mission. Instead of focusing solely on maximizing investment returns, we seek to ensure that your investments work in concert with your organization’s fiscal realities and never put the organization’s financial health at undue risk. Hence, the goal is to stay within a well-defined and calculated risk tolerance, while maximizing the returns of the portfolio.

Portfolio optimization, then, becomes a function of the risk that the organization can, or is willing to, take. Optimizing the portfolio encompasses returns analysis, including correlations and scenario analysis of the approved investment opportunities. This tactical asset allocation is monitored and updated on a regular basis – because not only is every organization unique, but each undergoes different financial cycles. 

In our capacity as Investment Advisors, Lancaster Pollard Investment Advisory Group:

• Reviews the program and diagnose any unforeseen risks associated with your current investment methodology
• Recommends and develop a comprehensive policy and investment structure
• Continuously monitors and periodically reports on your organization’s overall financial condition and investment performance. 

Portfolio Management

Lancaster Pollard Investment Advisory Group also actively manages ultra-short-term, fixed-income portfolios. This enables us to manage and maximize the available returns to your organization of fixed assets, such as project (or construction) funds and operating funds.

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