For public sector institutions, non-profits, foundations and endowments, disciplined wealth management is critical to long-term success. Drawing on over 25 years of experience, Lambe Advisory Group has extensive experience in providing institutional investment management services to a wide range of entities including endowments/foundations, municipalities, school boards, and non-profits.
Our team works closely with your organization to understand your specific goals, objectives, and risk tolerance to build the strategic asset mix which is then documented with strict parameters in your binding Investment Policy Statement (IPS). Transparency, process and prudence are all emphasized elements of the institutional client experience with Lambe Advisory Group.
If you are interested in finding out more about our institutional investment management program, please feel free to arrange a complimentary consultation with us by email to lambeadvisorygroup@rbc.com
