Marc J. Lane Wealth Group | Financial Advisor in Chicago ,IL

180 N. LaSalle Street
Chicago, IL 60601

PROTECTING TODAY'S WEALTH. BUILDING TOMORROW'S.®


About

With roots going back to 1971, Marc J. Lane Wealth Group? is comprised of The Law Offices of Marc J. Lane, a Professional Corporation; Marc J. Lane Investment Management, Inc.; Marc J. Lane & Company; and Marc J. Lane Risk Management, Inc.

Marc J. Lane Wealth Group? is widely recognized for excellence. Our professionals include attorneys, Chartered Financial Analyst, Certified Public Accountants and financial planners.

We offer successful people and their organizations a strategic, multidisciplinary approach to tax, investment, corporate, estate and insurance planning. We counsel individuals/organizations from a wide spectrum of occupations, backgrounds and situations.

Marc J. Lane Investment Management, Inc. offers professionally managed portfolios using a disciplined investment process to achieve each client?s specific financial objectives.

Our investment philosophy centers on the customization of each investor?s portfolio, working collaboratively with them to arrive at objective conclusions about the critical issues they and/or their organizations face.

Next, we assess the client?s risk tolerance, cash flow requirements, time horizon, tax considerations, and expectations for long-term portfolio growth. This information is then utilized to determine the appropriate mix of stocks, bonds and cash equivalents held in each of our client?s accounts.

Our clients realize that any participation in the stock market carries with it a certain amount of risk. While neither risk nor volatility can be eliminated from stock market investments, we believe that both can at least be mitigated by means of prudent and professional management.

For a complete description of our investment philosophy please visit our website.


General Information
States Licensed in:   AZ, CA, IL, IN, MI, NY, RI, TX, WA
I work with the following types of clients:   Non-Profit Organizations , Investment Clubs , Individual Investors , Businesses


Services
Investment Types:   Stocks , Bonds , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At my office , At your home , Via phone , At your office


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA) , International Association for Financial Planning
Non-Financial Organization Memberships:   Social Enterprise Alliance, Chicago Chapter: Director
Social Venture Partners Chicago: Founding Partner
Roads Without Ramps: Director
Chicago Symphony Orchestra: Governing Member


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000.00
Compensation Methods:   Based on Assets


Board Positions
Organization:  Grant A Wish, Inc
Position :  Honorary Board
Organization:  State of Illinois? Task Force on Social Innovation
Position :  Chairman

Education
Juris Doctor  Northwestern University School of Law
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Political Science  University of Illinois at Chicago
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FAQs

Marc J. Lane

Marc J. Lane

Master Registered Financial Planner

Biography


Marc J. Lane, a nationally recognized business and tax attorney, Master Registered Financial Planner, Registered Financial Counselor, Certified Investment Specialist, and author of 34 books, is the President of The Law Offices of Marc J. Lane and the Founder of Marc J. Lane Wealth Group.

He is an expert on entrepreneurship and entrepreneurial finance, and an influential advocate of best corporate governance practices. Twice a recipient of the Illinois State Bar Association's Lincoln Award, Marc, a ?Leading Illinois Attorney? and ?Illinois Super Lawyer,? has consistently earned an "AV® Preeminent?" rating in the Martindale-Hubbell Legal Directory, the highest ranking awarded. Martindale-Hubbell also includes him in its Bar Registry of Preeminent Attorneys. By appointment of Gov. Pat Quinn, he is Chairman of the State of Illinois? Task Force on Social Innovation, Entrepreneurship, and Enterprise, as well as a Commissioner of the Serve Illinois Commission.

Marc is an innovator in helping social enterprises and social entrepreneurs leverage capital to maximize financial results while driving positive social change, and teaches Social Enterprise at Northwestern University School of Law. Marc is the pioneer behind the Advocacy Investing® approach to socially responsible and mission-related investing.

My Services


Portfolio Management

For clients with investable assets of over $500,000 we offer a fully customized portfolio solution where both common stock and fixed income securities are managed pursuant to agreed upon asset allocation targets. A portfolio of 30 to 35 individual common stocks is actively managed, strategically targeting those economic sectors our Investment Committee deems favorable. This fully diversified large cap equity portfolio strategy is then augmented by a number of ETF positions as a means of gaining access to additional equity market segments. This equity approach is then combined with a laddered maturity fixed income strategy. Tax appropriate, individual fixed income securities are utilized with maturities spaced, or laddered, over an agreed upon time frame. For socially responsible investors with over $500,000 we offer the Advocacy Investing® approach. This methodology employs a positive ?best in class? portfolio screening strategy that, after first identifying companies with sound business fundamentals and solid corporate governance, screens those companies for corporate behavior that reflects and promotes the investor?s personal beliefs and values. The firm?s strategy is particularly appealing to individuals and organizations unwilling to sacrifice investment performance as they back socially and environmentally responsible companies. For clients with investable assets of between $200,000 and $500,000, we have developed an ETF based, portfolio management solution.These portfolios strategically target a broad range of market sectors, actively managing sector and subsector exposure through the use of a wide range of ETF products. Consequently, these portfolios benefit from the same sector allocation analysis that our higher balance portfolios do.


Financial Planning for Businesses

The Law Offices of Marc J. Lane provides general corporate organization and management planning from the initial selection of the business structure through the entire incorporation process, including negotiation and development of the capital structure, financing placement, shareholder agreements and securities law compliance. On a continuing basis, we work with our clients to maximize their business structure's utility and legal compliance through the initiation, negotiation and drafting of employment agreements, stock purchase agreements, leases, fringe benefit programs, and mergers and acquisitions. We also provide corporate tax planning advice to help our clients' structure business operations and transactions to achieve the best possible tax results. When representing privately held businesses, our wealth planning attorneys focus on the accumulation, protection and transmission of wealth, taking into account the client's overall business, personal and family goals. As general counsel, The Law Offices of Marc J. Lane provides continuing initiative in all areas of legal decision-making.


Tax Planning & Mitigation

The Law Offices of Marc J. Lane provides individuals, families and businesses with innovative and effective tax and estate planning strategies. We counsel clients on virtually every aspect of tax and estate planning, to help minimize worry and risk. Our attorneys work closely with clients to evaluate their unique situations and help them achieve their goals. We put in place all necessary documents to maximize tax efficiency and minimize the risk of disputes


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My Team


J. Brad Strom, CFA
J. Brad Strom, CFA

Senior Portfolio Manager

Mr. Strom has been managing investment portfolios for high net-worth clients since 1987. He received a B.S. in Finance and Economics from Illinois State University and his M.B.A. in Finance from DePaul University's Graduate School of Business. He earned his Chartered Financial Analyst designation in 1994. Mr. Strom actively manages portfolios in excess of $500,000.00. Portfolios are managed using a mutually agreed upon allocation of individual equity and fixed income securities. This customized portfolio solution can also include client specific values-based or socially responsible screening, tailored for individuals and organizations unwilling to sacrifice investment performance as they back socially and environmentally responsible compan ...more


Gevorg Azizi
Gevorg Azizi

Portfolio Manager

Mr. Azizi has led in developing the exchange-traded fund (ETF) portfolio management solution. In doing so, Mr. Azizi takes a holistic approach to portfolio management, leveraging the investment committee?s expertise to provide a tailored and fully diversified ETF based portfolio. The portfolio targets an agreed upon strategic mix of equity and fixed-income exchange traded products. Our disciplined investment philosophy provides diversified exposure to the domestic large cap, mid cap, and small cap sectors of the U.S. equity market as well as the developed and emerging sectors of the international marketplace. This equity approach is then combined with a laddered maturity fixed income strategy. Such an approach opens the door for investors ...more


Dr. Karim Pakravan
Dr. Karim Pakravan

Chief Economist

Dr. Pakravan has been a senior economic strategist in global financial markets for 25-years. He most recently was the Senior Foreign Exchange Strategist at JPMorgan. Dr. Pakravan is a recognized specialist in leading-edge applied macroeconomic and financial research on currencies and emerging markets, country risk assessment and modeling in an enterprise-wide risk management context, as well as international financial architecture. Dr. Pakravan has a Ph.D. in Economics, University of Chicago, a M.Sc. in Econometrics and Mathematical Economies, London School of Economics, and a B.A. in Mathematical Economics, University of Geneva. He is the author of numerous publications and is an Associate Professor of Finance at the Kellstadt Graduate Sch ...more


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM