For over 30 years, Alan B. Lancz & Associates, Inc. has built a reputation of skillful and objective investment insight and analysis. While the face of this world wide reputation has been mainly Alan B. Lancz, there is a team of experts that have made this company the choice of many of the leading businesses, non- profits, and ultra high net worth families on the planet. In fact, Alan B. Lancz & Associates, Inc. has become the advisor’s advisor; where many prominent CPAs, attorneys, and other experts place their personal assets. The firm offers to pay team members education costs for advance degrees and prestigious industry designations throughout their employment with Alan B. Lancz and Associates, Inc. Here is a sampling of some of those responsible in making ABL, Inc. a nationally recognized leader for over three decades.
Alan B. Lancz & Associates, Inc has been very fortunate over the past decades to attract some of the smartest minds in the country specializing in various aspects of the investment and financial arena. This team approach fosters the same knowledge building based relationships that our founder, Alan Lancz, garnered with Sir John Templeton in the 1980's and early 1990's. Mr. Lancz is a Registered Principal and an Accredited Investment Fiduciary (AIF).
Here are just a few of the professionals who comprise our team:
For over two decades Dave has been an integral part of the growth and success of Alan B. Lancz & Associates, Inc. His leadership skills were first fostered in the military, but were mastered at ABL, Inc. He helped coordinate some of our industry leading full disclosure and educational aspects of both ABL's investment process as well as our client service, compliance and industry leading transparancy. Dave has helmed our internship program which has attracted creative investment minds from throughout the world.
Since 1995, Josh has been instrumental in coordinating our research and IT distribution. His expertise in technology is combined with his business acumen, with a master’s degree from the University of Toledo. He helped create the independent research platform that is part of LanczGlobal.com's daily insights and research, which is a separate entity from ABL, Inc.
What attracted Laurie to bring her talents to ABL, Inc. was not only the company's nationally recoganized investment strategies and risk analysis, but also ABL's individualized, custom designed portfolio management and client centered wealth management structure. The fact that Laurie has extensive experience in qualified retirement plans, trusts as well as estate planning, provides value to many ABL clients including family office relationships.
After 20 years of managing a local business, Debbie now utilizes her skills at ABL, Inc. to help coordinate the growth of the firm. She is in charge of client services, an important segment we once again consider ourselves industry leaders.
A. Independence and Objectivity
ABL Associates must use reasonable care and judgment to achieve and maintain independence and objectivity in their professional activities. Members and Candidates must not offer, solicit, or accept any gift, benefit, compensation, or consideration that reasonably could be expected to compromise their own or another’s independence and objectivity.
ABL Associates must act with full and fair disclosure including all conflicts of interest to all clients, avoiding misrepresentation at all costs. In the late 1990's Alan Lancz started disclosing both his personal and retirement accounts for complete disclosure and transparency.
All ABL Associates must protect the confidentiality of all client information. Confidentiality means ensuring that information is accessible only to those authorized to have access. A relationship of trust and confidence with the client can only be built upon the understanding that the client information will remain strictly confidential.
AIF® is a trademark of the Accredited Investment Fiduciary Center, CFA® is a trademark of the Chartered Financial Analyst Institute, CFP® is a trademark of the Certified Financial Planning Board