Wealth Management

Our financial affiliates consist of Marc J. Lane Investment Management, Inc., a SEC-registered investment advisor; Marc J. Lane & Company, member FINRA, MSRB and SIPC. Securities offered through Pershing LLC.; and Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency. Together, these firms offer clients a wide range of comprehensive wealth management services.

Marc J. Lane & Company offers personalized attention to detail along with the suite of services typically found only at much larger institutions. Marc J. Lane Investment Management, Inc. provides professional investment advice designed and implemented by a Chartered Financial Analyst (CFA).

Through Marc J. Lane Investment Management, Inc., we offer our proprietary approach to values-based investing, Advocacy Investing®. The Advocacy Investing® strategy empowers individuals and institutions to promote their core environmental and social values through their investments.

Our portfolio managers believe that patience, intelligent sector allocation and in-depth research are the source of consistent investment returns. Investment decisions are driven by a top-down sector allocation, followed by fundamental research. Our overriding philosophy is to maximize long-term returns at a controlled risk level.

We also support financial professionals and investment advisors across the nation who want to offer their clients intelligently designed, separately managed accounts that truly reflect their clients' values.

Inherent in any investment is the potential for loss as well as profit.

 

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