The Stanley-Laman Group | Financial Planning

THE
STANLEY-LAMAN GROUP, LTD.

For Those Seeking

Exceptional Investment Returns

Wealth Planning Beyond the Ordinary

FIRM

OVERVIEW

GENERAL

- Founded 1991

- Privately Held - Allows a Patient Long-Term Approach

- Services Exclusively for High Net Worth Individuals & Entities

FOCUS

- High Investment Returns

- Solving Complex Tax Issues

- Planning for The Disposition of a Business

- Implementing Structures to Limit Family Acrimony

- Providing High Touch Concierge Service

- Fulfilling Charitable Component of Wealth Transfer Plans

CLIENTS

High Net Worth Individuals

Families & Family Offices

Charitable Entities

Fiduciaries

Endowments

Family Trusts

EXPERIENCE

1000+ Family Trusts Serviced

800+ High Net Worth Individuals Plans Implemented

$2 Billion Trust Owned Life Insurance Management & Administration

(4) Domestic Equity Portfolios

(4) Emerging Markets Equity Portfolios

(4) Fixed Income Portfolios

(40) Trading on International Exchanges; China, India, Vietnam...

PRACTICE GROUPS

BUSINESS PLANNING

Gift/Sale to Heirs
Sale to Managers

Sale to Outsiders

Shareholder Agreements

BUSINESS SERVICES

Accessing Private Investor Capital

Accessing Public Capital Markets

Recruiting Executive Talent

Governance - Value Enhancement

INVESTMENT

Portfolio Profiles

High Dividend & Value Equities

Micro Cap Equities

Emerging Markets Equities

China Focused Equities

India Focused Equities

Corporate Bonds

Municipal Bonds

Preferred Stocks

FINANCIAL PLANNING

Managing Investment Risk

Cash Flow Planning

Personal Tax Planning

Asset Protection Planning

Administration

WEALTH TRANSFER

Reducing Taxes

Avoiding Family Conflict

Charitable Planning

Plan Coordination

IRS Clearance

Ongoing Administration

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

WEI HUANG, PhD, MBA, CFA

SENIOR PORTFOLIO MANAGER

GARY SOURA, CFA

SENIOR PORTFOLIO MANAGER

MARY TALBUTT, MBA

FIXED INCOME
PORTFOLIO MANAGER

STEPHEN OLIVERE

PORTFOLIO MANAGER

CHRISTOPHER COOLIDGE, CFA

FIXED INCOME
PORTFOLIO MANAGER

DAVID GONG, J.D., MBA

PORTFOLIO MANAGER

ROBERT McGILL

OPERATIONS & ADMINISTRATIVE ANALYST

FINANCIAL & LEGAL ADVISORS

STEPHEN TAYLOR, J.D., LL.M

TAX ATTORNEY

STEVEN ABEL, J.D., LL.M

TAX ATTORNEY

MADELINE LANDRY

PARALEGAL

TYLER HAMILTON,CFP®, CLU®

FINANCIAL ADVISOR

MICHAEL ALLEN, CFP®

FINANCIAL ADVISOR

DAVID FENSTER

RELATIONSHIP MANAGER

INSURANCE & TRUST ADMINISTRATION

NATALIE WILDEMORE

CLIENT SERVICING MANAGER

MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER

KATHRYN TITGEN

TRUST & CLIENT SERVICING

CHRISTINA WATKINS

TRUST & CLIENT SERVICING

MICHELLE KORAN

SCHEDULING & LOGISTICS

CLIENT MAILINGS

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

INVESTMENT MANAGEMENT

Buy Before Listing

1-2021

Politics - A Historical Non-Factor 10-2020

China's Unnoticed Bull Market 7-2020

Time to Add Risk 4-2020

Short Squeezes
1-2021

Downstream Investing

1-2021

Economy & Stock Market Disconnect 7-2020

Navigating the COVID Market

5-2020

Good News is
Bad 3-2021

Little Guys

11-2020

Decoupling

10-2020

The U.S. Economy -
Half Full or Empty
6-2020

ESTATE PLANNING

Estate Credit Repeal
5-2020

Gift Low Basis
Assets 9-2019

Board of Directors
12-2019

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