A complete list of active advisors currently associated with Alan B. Lancz & Associates, Inc.
Warmer can help you find a great advisor at Alan B. Lancz & Associates, Inc. or one who fits your needs even better.
Alan B. Lancz & Associates, Inc. is an SEC‑registered investment adviser that manages discretionary portfolios for individuals (including high‑net‑worth clients), retirement plans, family offices, foundations and pooled investment vehicles, overseeing roughly $175 million in client assets. The firm provides portfolio/wealth management, an asset‑allocation program called SOUND Investing, retirement‑plan consulting, financial planning and corporate consulting on a case‑by‑case basis. The firm’s investment approach centers on fundamental analysis and individualized portfolio construction across a broad toolkit that can include equities, fixed income, structured products, derivatives and alternative investments, with tax and risk management emphasized. Portfolios are managed to client objectives and may incorporate client‑specified restrictions — including tailored ethical or faith‑based policies (for example, alignment with U.S. Conference of Catholic Bishops guidelines) — and the firm offers discretionary supervisory services along with education and participant outreach for retirement plans. What distinguishes the firm from many peers is its role as sponsor/manager and private fund adviser to pooled vehicles that invest primarily in energy‑sector partnerships (notably drilling funds that utilize intangible drilling costs and well‑production distributions), a strategy that entails higher illiquidity and concentration risk than typical advisory firms handle. The firm also has affiliated business activities — including management of private real estate LLCs, a proprietary research entity and an early‑stage AI platform — relationships the firm discloses and manages through internal policies and supervisory procedures.
To learn more about the advisors currently working at Alan B. Lancz & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Toledo, OH
| 45
|
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