6th Annual Family Office Super Summit in Key Biscayne, Miami

In December, Nicole and Andrew represented LCP Institutional at the Family Office Super Summit in Key Biscayne, Miami.

We found at the conference a need for Social and Impact investments being driven by the next generation of investors starting to take over, which is exciting since we have been helping clients invest this way for 20 years. 

As we service family offices, we understand each is different with their own needs and expectations.  Our open architecture allows us to help them with their diverse priorities and goals, evaluate their specific needs, and determine a solution.

The Resource Center for Religious Institutes National Conference 2019

October 1-3 in Dallas, TX

LCP Institutional exhibited at RCRI again this year! Our very own, Carolyn LaRocco, was a panel guest speaker on two very important session topics: Investment Policy Statements and Portfolio Risk and Investing for Impact with Sustainable Investment Goals.  Carolyn has a passion for educating and helping religious communities and she’s been doing it a long time.

As always, looking forward to next year!

FT 300 Ranking June 2019

Lakeview was recently listed in the Financial Times 300 Top Registered Investment Advisers for 2019.

https://www.ft.com/reports/300-top-investment-advisers

 

The Financial Times Top 300 list is not indicative of future performance. Individual account experience may vary. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (2019) in collaboration with Ignites Research. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Barron’s Independent Women Summit 2019

Carolyn in attendance at the Barron’s Independent Women Summit.

Barron’s Advisor hosts this intimate, three-day event, that gathers the nation’s top independent women advisors for an opportunity to share ideas, grow professionally, and network with peers.

The Resource Center for Religious Institutes National Conference 2018

We are looking forward to our annual exhibition at the RCRI National Conference in Orlando the end of October!

The religious institutions we serve have important and admirable missions. We maintain an involvement with organizations and sponsorships in organizations that are important to our religious institution clients, such as RCRI, and have done so for many years.

About RCRI

The Resource Center for Religious Institutes (RCRI) is an organization created to serve the needs of Catholic communities of religious women and men. Our professional staff offers advice and provides resources for the leadership of religious institutes who become members of RCRI. For over 35 years, RCRI or its predecessor organizations have been a partner to help navigate the many complexities related to taxes and tax-exemption, corporate structure, internal organizational setup, finance, administration, and canon law. We work with hundreds of religious institutes and societies of apostolic life from all over the United States and from several foreign countries.

2018 Leadership Conference Women Religious Assembly in St. Louis

In August, LCP Institutional exhibited at the LCWR Assembly where we had the opportunity to see our clients and have great conversations with other LCWR members.

The religious institutions we serve have important and admirable missions. We maintain an involvement with organizations and sponsorships in organizations that are important to our religious institution clients, such as LCWR, and have done so for many years.  As an investment consultant that specializes in understanding and addressing the issues and needs of religious organizations, we are not only well-versed in helping them, but passionate about doing so.

The Leadership Conference of Women Religious ( LCWR ) is the association of the leaders of congregations of Catholic women religious in the United States. The conference has about 1350 members, who represent nearly 80 percent of the approximately 49,000 women religious in the United States. Founded in 1956, the conference assists its members to collaboratively carry out their service of leadership to further the mission of the Gospel in today’s world.

https://lcwr.org/about