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Professional Money Management Services

Alan B. Lancz & Associates, Inc. is a nationally recognized money management firm offering personalized portfolios coordinated for each client’s specific goals, objectives, and risk tolerance with a proactive rather than reactive approach.

ABL offers personalized investment services for investors seeking low-cost, fee-based, independent advice and analysis

Our investment advisory services are disciplined, risk adverse, and sometimes considered contrarian especially during those periods of market extremes. 

For over 30 years, ABL methodology has been one of anticipating changes in investor perceptions and market trends – rather than (as Wall Street often does) simply reacting to them.

ABL’s reputation and investment success have resulted in a growing and selective list of very successful and satisfied clients in the United States and around the world.

ABL is consistently featured and quoted in leading global media organizations, including The Wall Street Journal, Barron’s, Reuters, Bloomberg, CNN, CNBC, Fox Business, and many others.

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