Consulting Philosophy

LCG’s goal is to provide clients with the highest level of client service while delivering candid, independent investment advice. We do this by helping clients define and meet their objectives by targeting enhanced return, reduced risk, and lower overall fees/expenses.

Importantly, LCG’s business model is structured to ensure that the Consultants meeting with our clients are Research Analysts first. This approach allows each Consultant to be more familiar with clients’ portfolios compared to other consulting models. LCG’s Consultants regularly meet with our clients’ investment managers, often on-site, to understand the people and processes behind the firm.

We purposefully limit the number of clients a Consultant can work with to ensure they receive best-in-class research and client service. Philosophically, LCG believes in providing proactive rather than reactive investment advice.

By serving as an extension of our clients’ staff, LCG strives to build all client relationships into true partnerships. We believe trust, excellent communication, confidentiality, and responsibility are the cornerstones of a healthy, prosperous client relationship.

Investment Philosophy

LCG’s investment philosophy is comprised of five key tenets that underpin our investment advice across all clients

  • We are investors, not market timers.
  • Emphasis on downside protection.
  • Aligning investment objectives and asset allocation with risk and spending/liabilities is essential.
  • Portfolio diversification is critical to prudent asset management and risk control.
  • Investment performance should be evaluated net of fees.