LCG ASSOCIATES, INC.

Overview

LCG Associates, Inc. is a small institutional-focused investment advisor that acts primarily as a capital allocator and pension consultant. The firm concentrates on managing pooled and separately managed strategies for businesses and institutions, and it also performs selection-of-adviser duties for pension plans. LCG tends to route much of its public market exposure into pooled mutual fund/ETF vehicles while supplementing portfolios with third-party alternative managers across private markets and real assets. Its fee arrangements include both percentage-of-assets and fixed-fee structures, reflecting a mix of ongoing investment oversight and consulting engagements. The firm has an established regulatory history (SEC-registered since 1982) and was called out as a Top RIA Firm to Watch by investor.com in 2020. Client relationships skew institutional — particularly pensions — rather than mass-affluent retail households, and the firm’s investment posture emphasizes external manager selection and portfolio construction more than proprietary long-only equity stock selection.

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