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For Institutions

Investment portfolio outcomes are critical to most organizations. A well-run program can help generate income to support spending goals, protect your balance sheet by preserving capital and provide long-term growth to fund key initiatives.

Unfortunately, building an internal investment team is complex, expensive, and unrealistic for most organizations. That’s where the experience of LSB Capital Management can help. We work with institutions who are looking to outsource all or part of their investment needs. With easy-to-use technology and personal service, our goal is to feel like your integrated investment team down the hall.

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Not-for-Profit OCIO Services

Not-For-Profit OCIO Services

Nonprofits have been a core partner to LSB throughout our history. LSB Capital Management can provide your organization with a customized investment program and asset management services that are designed to help you achieve your mission. As a fiduciary, our goal is to feel like your professional, integrated investment team.

  • Investment Policy Statement Development
  • Liquidity planning
  • Establishing a spending policy
  • Multi-asset discretionary portfolio management
  • Portfolio benchmarking
  • Turnkey custodial relationships
  • Board and Committee meeting support

Trust Sub-Advisory Services

LSB Capital Management provides turnkey asset management services to financial institutions and their clients who will benefit from our experience. Outsourced asset management can free up time to focus on your customers.

  • Trust Investment Committee Support
  • Model Portfolio Construction
  • Manager Due Diligence
  • Asset Management
  • Account Reviews
  • Relationship Management Assistance
Trust Sub-Advisory Services
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Investment Advisory Services

The investment professionals at LSB Capital have decades of experience serving institutional clients of all types. Let us help you navigate the capital markets with confidence and achieve your objectives. Our professionals have experience with many types of clients, including:

  • Retirement Plans
  • Insurance Companies
  • Other Corporations

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Let's create your plan!
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