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 registered broker-dealer and SIPC member.
The Advocacy Investing® strategy is Marc J. Lane Investment Management, Inc.'s proprietary approach to values-based investing. 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 broker-dealer, which offers common and preferred stocks, bonds, options, mutual funds, variable insurance and other financial products to those who enjoy being involved, and making the final decisions, on each of their specific investment holdings as is customary with a traditional brokerage relationship.
Marc J. Lane Risk Management, Inc., helps our clients incorporate into their individual and business legal and financial planning the insurance design and risk strategies that complement their objectives. We also assist clients in cost-effectively addressing coverage gaps and overlaps.
Both are affiliates of The Law Offices of Marc J. Lane, A Professional Corporation. The Law Offices of Marc J. Lane offer successful people and their organizations a strategic, multidisciplinary approach to tax, corporate, intellectual property, and estate planning. We counsel 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 and philanthropists.