Marc J. Lane Investment Management, Inc., an Illinois-registered investment advisor, together with our other financial affiliates, offers clients a wide range of comprehensive wealth management services.
Through Marc J. Lane Investment Management, Inc., we offer our proprietary approach to values-based investing, Advocacy Investing®. The Advocacy Investing® strategy empowers individuals and institutions to promote their core environmental and social values through their investments.
Our portfolio managers believe that patience, intelligent sector allocation and in-depth research are the source of consistent investment returns. Investment decisions are driven by a top-down sector allocation, followed by fundamental research. Our overriding philosophy is to maximize long-term returns at a controlled risk level.
We also support financial professionals and investment advisors across the nation who want to offer their clients intelligently designed, separately managed accounts that truly reflect their clients' values.
Inherent in any investment is the potential for loss as well as profit. Check the background of this firm on FINRA's BrokerCheck.