Lancaster Labs offers investment management services focusing on quantitative fixed income strategies through separately managed accounts. Lancaster uses its own technology that combines artificial intelligence, quantitative analytics, algorithmic execution, and portfolio construction. Lancaster's goal is to provide ongoing, tax-exempt income and enhanced total returns without significant additional interest rate or credit risk relative to benchmarks. Lancaster may allow clients to customize their accounts, but is not obligated to do so.
Assets Under Management$8.6M
Clients25
Advisors3
Avg. per Client$340K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable in certain scenarios and may depend on factors, including but not limited to, account size, mandate complexity, and investment objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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