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Disclosures:

Chart designed to illustrate investments of $5 Mil. into SLG Micro-Cap Strategy and $5 Mil. into SLG High Growth Strategy on 12/1/2011 to 7/31/2021 using an actual client’s returns gross of fees. Past results are not indicative of future results and these strategies may not be suitable for all investors. The Stanley-Laman Group, Ltd. claims compliance with the Global Investment Performance Standards and will provide a list of composite returns upon request.

 

FIRM
OVERVIEW

TWO GOALS

  -  Beat the Market

  -  Reduce Taxes & Protect Assets

TWO GROUPS

    -  Investment

    -  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

  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

MARY TALBUTT, MBA
FIXED INCOME
PORTFOLIO MANAGER
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STEPHEN OLIVERE
PORTFOLIO MANAGER
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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
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MADELINE LANDRY
PARALEGAL
TYLER HAMILTON,CFP®, CLU®
FINANCIAL ADVISOR
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
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DAVID FENSTER
RELATIONSHIP MANAGER

INSURANCE & TRUST ADMINISTRATION

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MaggieSchmidt.jpg
NATALIE WILDEMORE
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
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KATHRYN TITGEN
TRUST & CLIENT SERVICING
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MICHELLE KORAN
SCHEDULING & LOGISTICS
 
 

CLIENT MAILINGS

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

INVESTMENT MANAGEMENT

China Capitalism
7-2021
Cyber Crime
8-2021
Rotation Trade Revisited 9-2021
Chasing Return
7-2021
The Rotation Trade Follow-Up 4-2021
Rotation Trade 3-2021
Good News is
Bad 3-2021
Short Squeezes
1-2021
Buy Before Listing
1-2021
Downstream Investing
1-2021
Little Guys
11-2020
Politics - A Historical Non-Factor
10-2020
Decoupling
10-2020
China's Unnoticed
Bull Market  7-2020
Economy & Stock Market Disconnect  7-2020
Time to Add Risk
4-2020
Navigating the COVID
Market
5-2020
The U.S. Economy -
Half Full or Empty

6-2020

ESTATE PLANNING

Estate Credit Repeal
5-2020
Board of Directors
12-2019
Gift Low Basis
Assets 9-2019
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MORNINGSTAR WEB PORTAL

Combined Form
ADV Part 3 2021
ADV Part 2 
Brochure 2021

REGULATORY FILINGS

SCHWAB ACCOUNT LOGIN

 

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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