For over 35 years, Alan B. Lancz & Associates, Inc. has built a reputation of skillful and objective investment insight and analysis. Our diverse analytical team of experts has made this company the choice for 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 financial firms place their trust and even their personal assets. The firm continues to pay team members education costs for advance degrees and worthwhile industry designations throughout their employment with Alan B. Lancz and Associates, Inc.
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*). As with prior crises, the 2020 pandemic has given us an incredible stream of CFAs, CPPs, and other financial experts to selectively add to our team.
Code of Conduct
Alan B. Lancz & Associates, Inc. maintains the industry’s highest code of conduct:
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.