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Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
Lake Capital is one of the leading providers in Financial Services. It is based in Gadsden, AL. To find more information about Lake Capital, please visit www.lakecapital.com
Magnetar Capital Partners LLC is one of the leading providers in Financial Services. It is based in Evanston, IL. To find more information about Magnetar Capital Partners LLC, please visit www.magnetar.com.
Lloyds Bank plc is a British retail and commercial bank with branches across England and Wales.