LCG Associates
HQ Address
400 Galleria Parkway, Suite 1800, Atlanta, Georgia 30339
Website Address
Business introduction
Independent investment consultants
Objective & independent | Research driven | Client focused
Founded in 1973, LCG is a full-service, national consulting firm headquartered in Atlanta, Georgia. Our sole focus is investment consulting. We are an independent 100% employee-owned firm. We believe this ensures LCG’s and our clients’ interests are aligned long-term. While our organization may be unique in today’s environment, we believe this is the only way a true partnership can be formed with clients. Our goal is to provide a select number of clients with highly customized advice and serve as an “extension of staff.” LCG works with nationally recognized foundations, endowments, corporations, non-profits, and other institutions as well as private investors.
LCG Associates Solutions
Alternative Investments Consulting
LCG has been advising clients with regard to alternative investments for several decades and our research on alternative strategies is extensive. LCG’s collaborative, team-oriented approach to research is designed to ensure that our firm is on the forefront with regard to alternative asset classes, including: Agriculture/timber Arbitrage/non-directional hedge funds Commodities Infrastructure Long/short credit Long/short equity Private debt Private......
business needs
view solutionAsset Allocation Modeling
Asset allocation is among the most important decisions that investors make. Asset allocation has an important role in a portfolio’s long-term return. We believe that modeling the asset mix is one important tool in determining an investor’s long-term strategic asset allocation. LCG’s approach to helping clients make asset allocation decisions......
business needs
view solutionAsset/Liability Analysis
Asset allocation decisions need to be made with a clear and thorough understanding of the liability while also considering the goals and objectives of the organization. We maintain our own internally-developed, proprietary systems to conduct asset/liability studies using data from our clients’ actuaries. LCG’s asset/liability studies consider the following: Current and......
business needs
view solutionClient Education
Client education is one of LCG’s strengths. Because our business model is focused on providing outstanding client service, LCG’s consultants go the extra mile to ensure that our clients are well-informed about investment related topics that matter most to them. Importantly, LCG does not rely on “canned” or “off the......
business needs
view solutionESG/SRI
Today, Environmental, Social, and Governance (“ESG”), Socially Responsible Investing (“SRI”), Impact Investing (“II”), and Mission-Related Investing (“MRI”) are increasingly becoming important topics amongst many organizations. There are numerous ways to integrate these principles into your portfolio’s investment process. Having assisted clients with ESG/SRI/II/MRI programs since the late 1990s, we help formalize and......
business needs
view solutionInvestment Policy Development
A client’s investment policy statement serves as the blueprint that establishes and outlines the procedures, investment philosophy, guidelines, and constraints to be followed by all parties. The purpose of a formal investment policy statement includes the following: Define the purpose and mission of a portfolio Document financial goals, objectives and constraints Acknowledge spending......
business needs
view solutionManager Selection
LCG believes that it is imperative to have a thorough understanding of each client’s unique return and risk objectives in order to source the most appropriate investment managers for their portfolio. As such, we do not maintain an “approved” list of investment strategies because we believe this practice leads to......
business needs
view solutionOutsourced Chief Investment Officer Services
LCG began offering Outsourced Chief Investment Officer (“OCIO”) services to accommodate clients seeking a more streamlined, dynamic investment process and program. LCG offers a fully-customized, open architecture approach to OCIO services. We believe this is the most effective method for adding value via manager selection and facilitating a process that......
business needs
view solutionPerformance Reporting
It is LCG’s view that many “off-the-shelf” performance reporting software solutions used in the investment consulting industry leave much to be desired. We have found that truly offering accurate and customized performance reporting to clients requires a system of checks and balances as well as control over the output. It......
