ABL Form ADV Part II

Our ADV Part II is now online and in PDF format. It can viewed and printed using the free Adobe Acrobat Reader (click if you need to download).

Form ADV Part II

Alan B. Lancz and Associates, Inc. (“ABL”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. The content provided on ABL social media sites is for informational purposes only and does not constitute a complete description of ABL’s investment advisory services. Communications by ABL through its social media sites are for educational and informational purposes and should not be considered a solicitation to buy or sell securities. Communications, including videos, posted by unaffiliated third-parties or shared by ABL via social media are not intended to be testimonials or endorsements of ABL. Any performance displayed represents past performance, which is no guarantee of future results.

Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost. Current performance may be lower or higher than the performance data quoted. ABL does not guarantee the accuracy or completeness of the information contained on its social media sites which has been obtained from or is based upon trade and statistical services or other third party sources. All opinions and estimates are given as of the date hereof and are subject to change without notice. Accordingly, the information contained on ABL social media sites is not intended to predict actual results and no assurances are given with respect thereto.

Alan B. Lancz, President and sole shareholder of ABL is also President, Director of Research and sole member of LanczGlobal, LLC (“LanczGlobal”), an independent research firm. ABL clients may have securities that are the subject of LanczGlobal research reports recommended to them. In addition, Mr. Lancz, clients of ABL, ABL employees and LanczGlobal employees may hold such securities in their  individual portfolios.

For information about ABL’s investment advisory services and fees, the risks associated with investing and other important disclosures, please see our written disclosure brochure, a copy of which may found on the SEC’s website at http://www.adviserinfo.sec.gov. For information on how to become a client of ABL, please contact ABL at frontdesk@ablonline.com or 419.536.5200.