A complete list of active advisors currently associated with Stanley-Laman Group Ltd.
Warmer can help you find a great advisor at Stanley-Laman Group Ltd. or one who fits your needs even better.
Stanley-Laman Group serves individual clients (including high- and ultra-high-net-worth individuals) as well as institutional clients such as corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. The firm provides portfolio management and financial planning services, including individual investment analysis and recommendations, estate and business planning, and insurance analysis and review. The firm manages ten distinct model and customizable portfolios and combines a bottom‑up screening process implemented in internally developed software with top‑down market and sector research to select holdings. Offerings range from ETF allocation models and separately managed account strategies (e.g., High Growth, High Dividend & Value, Defensive, Fixed Income) to pooled private partnership funds focused on international and emerging markets, and clients receive regular performance and allocation reporting. Stanley-Laman’s structure includes several uncommon features for a team adviser: it owns an affiliated broker‑dealer that operates with shared staff and resources, acts as general partner and manager for its SLG International Opportunities partnership and multiple side‑pocket funds, and a principal operates a specialty law firm (Laman Law, LLC). The combination of sponsoring private pooled vehicles that invest on local foreign exchanges and the firm’s affiliated broker‑dealer and legal affiliation distinguish its platform from many peers.
To learn more about the advisors currently working at Stanley-Laman Group Ltd., 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 |
|---|---|---|
Berwyn, PA
| 45
|
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