Lancaster Pollard Asset Management LLC is a large advisory firm based in Columbus. It manages $169.33 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana, Michigan, and Ohio.
Lancaster Pollard Asset Management provides portfolio management for businesses and institutional clients, pension consulting services, and fiduciary consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lancaster Pollard Asset Management LLC is $169.33 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lancaster Pollard Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Michael Courson has been acting as President since 1 Jun 2006. Malcolm Guthrie Nimick has served as the Chief Investment Officer since 1 May 2002. Timothy D Wasson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lancaster Pollard Asset Management LLC performs its advisory services is located at 65 East State Street, Columbus, OH 43215 4213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-224-8800 or by fax 614-224-8805. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at chiefinvestmentofficer.com.