A complete list of active advisors currently associated with Lane Brothers Investment Counsel
Warmer can help you find a great advisor at Lane Brothers Investment Counsel or one who fits your needs even better.
Lane Brothers Investment Counsel provides discretionary portfolio management, financial planning, and financial consulting to individuals (including high-net-worth clients), charitable organizations, pension and profit‑sharing plans, and investors in one or more private pooled vehicles. The firm also delivers pension and retirement plan consulting and, in some cases, serves as a 3(38) investment fiduciary for plan sponsors. LBIC generally manages client accounts under discretionary authority and tailors investment strategies to client objectives, drawing on a mix of analytical approaches (including fundamental and technical/charting analysis and modern portfolio considerations) and both long‑ and short‑term trading strategies as appropriate. When advising or managing pooled investments, the firm follows the terms of private offering documents and administers those vehicles consistent with partnership agreements. What distinguishes the firm from many peers is its role as managing member and investment manager for private pooled real‑estate investment funds (Groton Partners, LLC) that are offered to accredited investors and are presently closed to new investors, together with the use of performance‑based compensation in those private partnerships and independent accounting oversight of performance calculations. LBIC also combines conventional advisory services for individual and institutional clients with fund sponsorship and regular audited or prepared reporting to fund investors, a mix that is relatively uncommon among similarly sized advisers.
To learn more about the advisors currently working at Lane Brothers Investment Counsel, 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 |
|---|---|---|
Prescott, AZ
| 32
| |
Prescott, AZ
| 4
|
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