WHAT WE DO AND WHY WE DO IT
As a group of professional financial planning advisors, we provide financial advice that will help you gain stability for your financial future.
As a transparent, fee-based financial advisory firm, we work directly for you. We are not tied to any one firm or product. We pride ourselves on sitting on the same side of the table as our clients. Your trust is something we treasure, and it is why we work tirelessly to present strategies best tailored to reach your unique goals. We do this because we are deeply passionate about using what we have learned over the years spent in Wall Street firms to help you achieve your personal goals.
ADVOCACY INVESTING APPROACHES THE INDIVIDUAL, FROM A POINT OF RELATIONSHIP AND COMMON UNDERSTANDING.
IN A WORLD OF AUTOMATION AND MASS PRODUCTION, WE SEEK TO CUSTOMIZE.
IN A WORLD OFTEN OVERWHELMED BY NOISE AND DISTRACTION, WE SEEK TO UNDERSTAND, RESOLVE AND TO SOME EXTENT, SIMPLIFY.
IN A WORLD LOST TO OPINION AND COMMENTARY, WE SEEK TO DELIVER DEFINITION AND SPECIFIC OUTCOMES.
Marc J. Lane Wealth Group describes separate, but affiliated firms including Marc J. Lane Investment Management, Inc., an Illinois-registered investment advisor; Marc J. Lane & Company, a FINRA registered broker-dealer and SIPC member.
Marc J. Lane Investment Management, Inc., is a privately owned, fee-based asset management company which provides comprehensive investment management services to individuals, trusts, corporations and non-profit organizations. Marc J. Lane Investment Management, Inc.'s clients prefer to have their portfolios "managed" by a registered investment advisor.
Its affiliate, Marc J. Lane & Company, is a full-service FINRA broker-dealer, which offers common and preferred stocks, bonds, options, mutual funds, variable insurance and other financial products to those who enjoy being more involved, and making the final decisions, on each of their specific investment holdings as is customary with a traditional brokerage relationship. Check the background of this firm on FINRA's BrokerCheck.
The name of our website, Advocacy Investing comes from two important ideals. First, we, as investment professionals are your advocate as we take our responsibility to manage your funds in the way that you wish each and every day. Second, The Advocacy Investing® strategy is Marc J. Lane Investment Management, Inc.'s proprietary approach to values-based investing. A more in depth look at these services can be found here.
We provide advice, council and money management for clients from a wide spectrum of occupations, backgrounds and situations. Our clients include executives, private investors, individuals, families, businesses and their owners, nonprofit organizations, professionals, philanthropists, Clergy and many others from all walks of life.
We are also closely associated with Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency; and The Law Offices of Marc J. Lane, a Professional Corporation, a professional service corporation registered to practice law in the state of Illinois.