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 clients specific financial objectives.
Our investment philosophy centers on the customization of each investors portfolio, working collaboratively with them to arrive at objective conclusions about the critical issues they and/or their organizations face.
Next, we assess the clients 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 clients 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.
|States Licensed in:||AZ, CA, IL, IN, MI, NY, RI, TX, WA|
|I work with the following types of clients:||Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations|
|Advisory Services Provided:||Financial Planning for Businesses, Portfolio Management, Tax Advice and 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:||International Association for Financial Planning, Financial Planning Association (FPA)|
|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 and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$200,000.00|
|Compensation Methods:||Based on Assets|
|Organization:||Grant A Wish, Inc|
|Position :||Honorary Board|
|Organization:||State of Illinois Task Force on Social Innovation|
Northwestern University School of Law
University of Illinois at Chicago
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.
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 investors personal beliefs and values. The firms 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 Advice and Services
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
J. Brad Strom, CFA Senior Portfolio Manager
Gevorg Azizi Portfolio Manager
Dr. Karim Pakravan Chief Economist
Kenneth N. Green, CPA Director of Research
|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|