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. Included among our select clients are individuals, corporations, retirement plans, trusts, non-profit organizations, and other investors seeking a risk-adverse, disciplined, low-cost, and proactive investment strategy.

ABL Asset Allocation

ABL Asset Allocation was developed for clients looking to engage in a more active asset allocation approach rather than the typical passive rebalancing methodology.

Sound Investing

Sound investing investors are looking for more than riding the ups and downs of passive investing with low minimums and low costs. This sophisticated approach is very suitable for retirement plans and investors that are looking for diversification and strategic asset allocation.

Investment management and guidance is provided to the Sound Investing client through a hand-picked custom-tailored portfolio of low cost mutual funds and exchange traded funds (ETFs) selected to meet the investor’s personal objectives. Low costs combined with strategic asset allocation and rebalancing makes Sound Investing an ideal platform for 401K and other retirement avenues.

Request a Free Consultation

We’re here to help! Send us a message to request a meeting via phone or in person. We provide our services globally to investors in all stages of life. ABL is focused on long-term investors who want proactive efforts to building wealth.