Marc J. Lane Investment Management, Inc. offers customized Separately Managed Accounts for advisors to use with their clients. Our portfolios have a compelling story, especially today, that can give you, as a financial professional, a highly competitive solution to offer clients in today's investment climate.
Our Corporate Governance portfolios represent the heart of what we do. These portfolios are an excellent alternative to traditional large cap core portfolios. Our Corporate Governance portfolio is ideal for today's cautious investor seeking a degree of prudence regarding what is in their investment portfolio; they are also ideal for trust and other accounts where there may be fiduciary considerations. This portfolio strategy is appropriate for any client who seeks competitive performance combined with a high standard of due diligence.
Nothing is excluded in these portfolios; we are strictly looking for the "Best in Class."
We believe that quality corporate governance is a key part of the fundamental analysis we do when selecting securities for inclusion in a portfolio. In our process, we look at three important areas.
We believe that the reliability and the quality of the information companies provide to shareholders, as well as the integrity of those who provide it, is as fundamental to the likely success of a company as is a strong financial analysis of what they provide. After all, shouldn't the quality of the information available be as closely evaluated as the content?
We wrote the book on positive selection vs negative screens. Our Advocacy Investing® approach provides a rational way to address issues like Respect for the Environment, Social Justice and/or Faith-Based issues. Our customized Separately Managed Accounts provide you with a powerful tool to deliver what your clients want. Exclusionary screens are only applied at the insistence of a client. Our approach is focused on the selection of positive company behaviors in the areas of Social Justice (which includes human rights, employment practices, and diversity), Respect for the Environment and Faith-Based issues.
Over time, we have consistently had competitive performance, so if you can support what you believe in and earn the same, or higher rate of return, why wouldn't you?
Call Marc J. Lane at (312) 372-5000 or by e-mail at email@example.com for more information.