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 advises individuals (including high‑net‑worth clients), charitable organizations, pension and profit‑sharing plans, corporations, and accredited investors in its private funds. The firm provides discretionary portfolio management, financial planning and consulting, pension plan consulting (including serving as a 3(38) fiduciary in some cases), and advisory services to private pooled investment vehicles. The firm integrates traditional portfolio-management techniques (fundamental analysis and Modern Portfolio Theory) and shorter‑term technical/cyclical tools with alternative investments, notably private real estate, to construct client solutions. Private fund investments are governed by offering documents and non‑discretionary fund agreements; performance‑based compensation is used for those pooled vehicles and is subject to independent calculation and valuation procedures. What is uncommon about the firm is its role as managing member and general partner of Groton Partners, LLC, a direct real estate development partnership (currently closed to new investors), and its use of performance‑based fee arrangements and fund‑sponsorship activities alongside standard advisory accounts. Investors in the firm’s private partnerships receive audited annual financial statements and quarterly reporting, and the firm has disclosed policies (high‑water marks, third‑party fee calculations, and fair‑value procedures) intended to address conflicts created by incentive fees.

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.