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Lancaster Pollard & Co.


Lancaster Pollard & Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Lancaster Pollard was established in 1988 as an underwriter of fixed income securities with a focus on serving the health and long term care sectors.  The firm has grown to serve the affordable housing and education sectors and includes three companies providing integrated investment banking, mortgage banking and investment advisory services, each headquartered located in Columbus, Ohio with regional offices in Atlanta, Denver and Kansas City.

The Company helps health care, senior living, affordable housing and private education organizations expand and improve their services by providing financial advice and financing solutions. Complex sectors such as senior living, health care and affordable housing require a firm that specializes in their business to properly articulate their credit worthiness, develop the best funding plan, achieve the lowest possible capital costs and deliver the most favorable terms.

Lancaster Pollard Investment Advisory Group helps nonprofit organizations achieve superior investment outcomes and meet their fiduciary duties. They function as a Chief Investment Officer for non-profit organizations that do not have an investment management staff. Adding debt to the balance sheet is the most important time to re-examine or develop asset allocation, spending or investment policies to ensure your assets and liabilities are working together rather than at odds with each other. Even if it has been some time since debt was added to the balance sheet, it is never too late to reassess investment management plans.

The Company’s financial advisory services are designed to provide you timely and objective financial analysis and consultation. With the experience and knowledge acquired through nearly 20 years of industry specialization, they can provide the types of financial analyses you need to evaluate your options and make better business decisions. Many of their Financial Advisory clients retained Lancaster Pollard after they closed a debt funding together.

Lancaster Pollard is an independent firm, free from the influences inherent with ownership by or affiliation with large commercial banks. This independence allows them to provide more objective consultation, consider the entire spectrum of appropriate options and actively negotiate the most advantageous terms and covenants for their clients.
 

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