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firm overview

FIRM
OVERVIEW

GROUPS

    -  Investment

    -  Financial Advisory (Corporate and Personal)
    -  Business Succession

    -  Estate Planning

EXPERIENCE

Numerous Performance Awards

 

Portfolios Ranging from:
Cash Management to High Growth
Ultra Conservative to Higher Volatility
Domestic U.S. to India, China, Vietnam & Eastern Europe

 

1,000+ Family Trusts

 

800+ Estate Plans Designed

Experience
Services

TAXES & ESTATE PLANNING

                                        Business:     Transfer

                                                              Capital - Options
                                                              Executive Talent

                                                              Governance

Reducing Estate Tax      
 

Limiting Family Conflict
 

Charitable Planning
 

Protecting Assets
 

INVESTMENT PHILOSOPHY

Buy and Hold Great Companies   

 

- Find them Before the Crowd

- Look Across the Globe
- Sell When Signs of Losing Edge

 

INVESTMENT
PROCESS

AD-STAR® TECHNOLOGY

Technology Platform

Looks at Every Traded Company in the World

Identifies the Best Candidates

Looks Across Industry, Region and Markets

Continuous Updates and Refinements

Assess Business Models

Identify Addressable Market

Peer Analysis and Comparison


Valuation and Entry Point

PORTFOLIO MANAGERS

PORTFOLIOS

High Growth
Companies

HIGH GROWTH

Fast Growing
Small Companies

MICRO-CAP

Sustainable &
Growing Dividend

HIGH DIVIDEND

Growth & Income

BLEND

High Growth in
Developing Economies -
Diversified

EMERGING MARKETS

China's Local Market
Long-Term Growth

CHINA A SHARE

Chinese Technology
Companies Traded
on Global Exchanges

CHINA TECH

India's Local Market
Concentrated Holdings
Long-Term Growth

INDIA FOCUS

Vietnam's Local Market
Concentrated Holdings
Long-Term Growth

VIETNAM FOCUS

State Specific

TAX-FREE BONDS

High Grade
 

CORPORATE BONDS

U.S. Dollar Hedge

INTERNATIONAL BONDS

OUR PEOPLE

FOUNDERS

WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M

VICE PRESIDENT &
CORPORATE COUNSEL

  DAVID EATON     ChFC®, CLU®
VICE PRESIDENT

INVESTMENT STAFF

BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
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WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA

SENIOR PORTFOLIO MANAGER

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STEPHEN OLIVERE, CFA
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
PORTFOLIO MANAGER
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ROBERT McGILL, CFA
FIXED INCOME PORTFOLIO MANAGER
MATTHEW MONDIMORE
OPERATIONS & ADMINISTRATIVE ANALYST

FINANCIAL & LEGAL ADVISORS

STEPHEN TAYLOR, J.D., LL.M
TAX ATTORNEY
STEVEN ABEL, J.D., LL.M
TAX ATTORNEY
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ALEXANDER BONDER, J.D., LL.M
TAX ATTORNEY
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J. MICHAEL SHEA, J.D., Ph. D.
TAX ATTORNEY
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ALEXANDRA THOMPSON 
PARALEGAL
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
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BRENT MEYER
MARKETING ASSOCIATE
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KRISTEN BECHTEL
MARKETING ASSOCIATE
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ERIK SCHNEIMAN
MARKETING ASSOCIATE

INSURANCE & TRUST ADMINISTRATION

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NATALIE WILDEMORE
CLIENT SERVICING MANAGER
SARA SKIPP
LIFE INSURANCE UNDERWRITING
CASE MANAGER
MICHELLE KORAN
SCHEDULING & LOGISTICS
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NATALIE RANDAZZO
CLIENT SERVICING ADMINSTRATION
Client Mailing

CLIENT MAILINGS

Below you will find a sample of our most recent client mailings.

INVESTMENT MANAGEMENT

Valuations
6-2022
Has Market Bottomed
5-2022
Tax Law Sunset
1-2023
Cybersecurity
2-2022
Historical Comparison
of 2002  3-2022
Market Decline
4-2022
Inflation Abate
2-2022
Market Correction Perspectives 1-2022

ESTATE PLANNING

Estate Credit Repeal
5-2020
Board of Directors
12-2019
Gift Low Basis
Assets 9-2019
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Client Portal

MORNINGSTAR WEB PORTAL

Combined Form
ADV Part 3 2024
ADV Part 2 
Brochure 2024

REGULATORY FILINGS

SCHWAB ACCOUNT LOGIN

contact

CONTACT

THE
STANLEY-LAMAN GROUP

OUR ADDRESS

1235 Westlakes Drive, Suite 295
Berwyn, PA 19312

Email: info@stanleylaman.com
Phone:  610-993-9100
Fax:  610-993-8382

 

Click Here to Find Us

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© Copyright 2024. All Rights Reserved.

MEG BARTON
CLIENT SERVICING ADMINSTRATION
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