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Client Types

Religious Organizations & Mission Aligned Investors

LCG has been working with religious organizations and mission aligned investors since 1983. Our highly customized service model allows for a completely bespoke portfolio that reflects the values of your institution. LCG’s consulting services include:

  • Education on mission aligned portfolios
  • Policy Development
  • Negative screening
  • Positive screening
  • Private capital and hedge fund – exclusionary implementation
  • Impact Investing
  • Customized performance reporting
  • Monitoring

LCG does not have a “one size fits all approach” nor do we sell funds or packaged solutions. Our role is to help our clients create a completely tailor-made portfolio that reflects the values of their institution.

Market perspective: The Ins and Outs of Mission‐Based Investing