| 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 |
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| 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: |
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- 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