What We Do

The Capital Advisory Group serves the high net worth, family office, multi-family office, and Registered Investment Advisors (RIA) marketplaces, offering these investors high-quality, advice-based solutions and strategies.

What is the Lazard Capital Allocator Series?

A professionally managed global portfolio solution that invests across countries, sectors and asset classes. Investment decisions are made quarterly based on the LCAS Advisory Board's forward assessment of the global capital markets and a proprietary risk/reward probability methodology. Asset class and sector investment ideas are reflected in the portfolio primarily through index related products and closed end funds that aim to take advantage of changing markets and economic conditions.

Allocations

Lazard Capital Allocator Series

LCAS Global Diversified (60/40)

LCAS Global (Equity-only)

LCAS U.S. Centric Diversified (60/40)

LCAS U.S. Centric (Equity-only)

LCAS Global Non-Traditional

Opportunistic Strategies Fund

Introducing Lazard Capital Allocator Opportunistic Strategies Fund

Click Here to Listen to a Replay – Introducing Lazard Capital Allocator Opportunistic Strategies Fund, Featuring David Cleary, Portfolio Manager.

Lazard Collective Trusts

Lazard/Wilmington Capital Allocator Global Balanced Portfolio

Lazard/Wilmington Capital Allocator Global Growth Portfolio

Quarterly Commentary

LCAS Capital Market Viewpoints Commentary

LCAS Non-Traditional Product Commentary

Product Literature

Lazard Capital Allocator Series Questions and Answers

The Case for Global Market Exposure

Asset Allocation Overview

Cycles Exist

LCAS as a Fiduciary Tool