As institutional investment advisor, we can help your organization create the financial means to last the life of its mission. We do this by helping your organization manage its total financial risk, rather than just its investment-associated risk.

We are also an active investment manager of ultra short-term, fixed-income portfolios.

Lancaster Pollard Investment Advisory Group is one of three firms that comprise Lancaster Pollard, a leading provider of investment banking, mortgage banking and financial advisory services to the health care, senior living, affordable housing and private education sectors.