Lang & Becker, Inc.

Lang & Becker provides personalized investment advisory services to individuals — including high net worth clients — and to businesses. The firm manages discretionary, fee‑based accounts through the Osaic Wealth Management platform and offers portfolio management, financial planning, and access to third‑party separately managed account programs.

The firm’s investment process uses client risk‑tolerance questionnaires and asset‑allocation tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and options, and it may engage sub‑advisers for implementation. For clients with concentrated equity positions, Lang & Becker may recommend options overlay or collar strategies through third‑party managers and, in some accounts, employs higher‑risk tactics such as micro‑cap investments, margin, shorting, or structured products when appropriate.

Lang & Becker is distinctive for its affiliations with accounting and insurance activities: the firm’s principal is a long‑time CPA who may provide tax and accounting services to advisory clients separate from advisory fees, and associated persons are licensed to sell life and annuity products through Osaic Insurance and other carriers, which the firm discloses as potential conflicts. The firm operates as a hybrid RIA with IARs also registered as Osaic representatives, uses Osaic as its sole broker‑dealer/custodian, and recently exceeded $100 million in regulatory assets under management and is transitioning to SEC registration.