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Business:    Established in 1973 - one of the oldest independents in the U.S.
Registered investment advisor with the SEC
Full-service investment consultants
100% of revenue is in hard dollars from clients
 
Offices:    Atlanta (headquarters), Dallas, and Seattle
 
Ownership:    100% owned by active employees
 
LCG does not:      Receive any form of compensation from investment managers/broker-dealers including:
  • Commissions
  • 12b-1 fees
  • Fees to enter data into LCG's database or searches
  • Any form of "pay-to-play" relationships
 
Client Service:    Low client-to-consultant ratio
Offer proactive, personal service
Serve as a fiduciary
 
Client Types:   
  • Corporations
  • Academic institutions
  • Endowments
  • Foundations
  • Family offices
  • Healthcare organizations
  • Insurance companies
  • Nonprofit organizations
  • Religious organizations
  • NDTs