A complete list of active advisors currently associated with Lawrence, Alan

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The firm is a state-registered, single-adviser investment adviser that provides portfolio management and advice to individuals, individual retirement plans, business entities, trusts and estates, and — less commonly for a solo independent adviser — to pension and profit-sharing plans. Client assets are held with independent custodians and accounts can be managed on either a discretionary or non-discretionary basis. Investment decisions are driven primarily by fundamental analysis with a pronounced macroeconomic orientation (money supply, general price level, employment metrics) and stock selection that can include discounted cash-flow valuation; technical analysis is used mainly for trade timing. Portfolios can include a broad mix of securities — equities, bonds, ETFs, options, futures and real-estate related instruments — and the firm draws on public data sources such as FRED and BLS for research. Compared with peers, the firm manages a relatively small number of client relationships with about $26 million in regulatory AUM and does not serve lower-net-worth individual clients, suggesting a focus on higher-net-worth or institutional relationships. Operationally it avoids performance-based fees and soft-dollar arrangements, excludes client participation in the adviser’s personal real-estate investments, and relies on client-selected custodians for reporting and statements.

To learn more about the advisors currently working at Lawrence, Alan, 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.