THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
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
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
State Specific
TAX-FREE BONDS
High Grade
CORPORATE BONDS
U.S. Dollar Hedge
INTERNATIONAL BONDS
FOUNDERS
WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M
VICE PRESIDENT &
CORPORATE COUNSEL
INVESTMENT STAFF
BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
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
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
J. MICHAEL SHEA, J.D., Ph. D.
TAX ATTORNEY
ALEXANDER BONDER, J.D., LL.M
TAX ATTORNEY
ALEXANDRA THOMPSON
PARALEGAL
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
BRENT MEYER
MARKETING ASSOCIATE
KRISTEN BECHTEL
MARKETING ASSOCIATE
ERIK SCHNEIMAN
MARKETING ASSOCIATE
INSURANCE & TRUST ADMINISTRATION
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NATALIE WILDEMORE
CLIENT SERVICING MANAGER
SARA SKIPP
LIFE INSURANCE UNDERWRITING
CASE MANAGER
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KATHRYN TITGEN
TRUST & CLIENT SERVICING
NATALIE RANDAZZO
CLIENT SERVICING ADMINSTRATION
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MICHELLE KORAN
SCHEDULING & LOGISTICS
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
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
For any general inquiries, please fill in the following contact form:
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