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Henry L

Series 63, Series 66

Kansas City, MO

Design Asset Management, LLC

Henry Lane is the sole advisor at Design Asset Management, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Design Asset Management since 2014. The firm provides fee-based discretionary investment management and financial planning to a range of clients including individuals, pension plans, trusts, corporations, and charitable organizations. It employs a combination of fundamental, technical, and cyclical analysis and uses borrowing, derivatives, short sales, options, and other hedging techniques in portfolio management, which is uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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