Independent Advantage LCG is a 100% employee owned independent firm whose revenue comes solely from consulting. They do not take finder fees or soft dollars. This independent model is attractive to institutional buyers seeking objective, fiduciary-focused investment advice, creating opening to pitch OCIO and governance services.

OCIO Growth Recent senior hires include Christopher Philips as SVP and OCIO leader, with leadership changes in 2023 to CEO James Challen and President Claire Chotiner slated for 2024. This signals a scalable OCIO capability and governance leadership, presenting cross-sell opportunities to clients needing outsourced investment leadership and transition support.

Trusted Reputation LCG was recognized as a Quality Leader in Overall US Investment Consulting for midsize firms by Greenwich Coalition in 2023. Leverage this external validation in proposals to differentiate from competitors and win new engagements with institutions that value independent benchmarking.

Growth Potential With revenue in the 50 to 100 million range and a national client base spanning corporations, foundations, endowments, and nonprofits, LCG has the scale to pursue larger mandates and cross-sell OCIO, risk management, and governance services across multiple institution types.

Digital Competence The tech stack including MySQL, Google Analytics, Mailchimp, and SEO tools demonstrates data capabilities, marketing automation, and digital client engagement. This positions LCG to offer data driven reporting, client portals, and analytics driven investment insights to new and existing clients.