1

What does Marc J. Lane Investment Management, Inc. do for its clients?

2

What sets Marc J. Lane Investment Management, Inc. apart from other Investment Advisors?

3

How does Marc J. Lane Investment Management, Inc. manage money?

4

Will I have to liquidate all of my current holdings if I engage you as my investment advisor?

5

On what basis are individual stocks evaluated?

6

Should I be holding bonds in my portfolio? How does Marc J. Lane Investment Management, Inc. manage bonds?

7

How does Marc J. Lane Investment Management, Inc. manage portfolio risk?

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Does Marc J. Lane Investment Management, Inc. help socially responsible investors meet their objectives?

9

How will Marc J. Lane Investment Managment, Inc. vote my proxies?

10

How much contact will I have with my portfolio manager?

11

What is the minimum account size?

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Will my accounts be insured?
13 How do I begin?

Disclaimer and Legal Notice

What does Marc J. Lane Investment Management, Inc. do for its clients?


Marc J. Lane Investment Management, Inc. is a fee-based asset management company providing comprehensive investment management services to individuals, trusts, corporations and non-profit organizations. Our firm offers a long-term, disciplined approach to investing, which is designed to meet the specific needs of individual clients. We recognize that all of our clients have different needs and objectives that may require vastly different portfolio strategies. Each of our client portfolios is constructed based upon the individual's unique circumstances.

 


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Copyright © 1998-2008 The Law Offices of Marc J. Lane, a Professional Corporation. All rights reserved.

"Protecting Today's Wealth. Building Tomorrow's." is a registered trademark of The Law Offices of Marc J. Lane, a Professional Corporation Registered in the U.S. Patent and Trademark office and may be registered in certain other jurisdictions. The "Lane Report" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions. 
 

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Securities offered through Marc J. Lane & Company. Insurance offered through Longmeadow Insurance Services, Inc. Both are affiliates of The Law Offices of Marc J. Lane, A Professional Corporation. Marc J. Lane & Company may only transact business in a state if first registered, excluded or exempted from state registration requirements. Individualized responses to persons in a state by Marc J. Lane & Company that involve either effecting or attempting to effect transactions in securities will not be made absent compliance with state broker-dealer registration requirements or an applicable exemption or exclusion. Past investment results do not guarantee any future success. Reproduction in whole or in part by any means whatsoever is strictly prohibited without advance written permission from The Law Offices of Marc J. Lane, A Professional Corporation. Copyright © 1998-2006 The Law Offices of Marc J. Lane, A Professional Corporation.