After reviewing and evaluating your organization’s current investment program, risk tolerance, and capital structure, Lancaster Pollard Investment Advisory Group will help you revise existing or design new policies and implement an optimal investment structure.

Components of Comprehensive Policy and Investment Structure Development:

• Revise or Design Policy Composition:
   - Investment policy
   - Conflict of interest policy
   - Spending policy
• Develop and Implement Investment Structure:
  - Asset allocation policy/model
  - Investment manager search and selection
  - Manager fee study
  - Manager transition monitoring
  - Custodian search

Continue to the next component, Continuous Monitoring and Periodic Reporting