THE 
STANLEY-LAMAN GROUP, LTD.

For Those Seeking

 

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FIRM

OVERVIEW

 

GENERAL

FOCUS

    -  Founded 1991

    -  Privately Held - Allows a Patient Long-Term Approach

    -  Services Exclusively for High Net Worth Individuals & Entities

 

    -  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...

 

FOCUS

 

PRACTICE GROUPS

INVESTMENT

FINANCIAL PLANNING

WEALTH TRANSFER

BUSINESS PLANNING

BUSINESS SERVICES

 

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
LEAD FIXED INCOME
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
SENIOR PORTFOLIO MANAGER
STEPHEN OLIVERE
ASSISTANT PORTFOLIO MANAGER & TRADER
ALEC DROBA
ASSISTANT PORTFOLIO MANAGER & TRADER
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®
FINANCIAL ADVISOR
MICHAEL ALLEN
RELATIONSHIP MANAGER
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DAVID FENSTER
RELATIONSHIP MANAGER

INSURANCE & TRUST ADMINISTRATION

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NATALIE CIESLAK
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
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CHRISTINA WATKINS
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

Growth vs Value
8-2020
Predicting & Preparing for
Market Sell-Offs
9-2020
China's Unnoticed Bull Market  7-2020
Economy & Stock Market Disconnect
7-2020
The U.S. Economy - Half Full or Empy
6-2020
Navigating the COVID Market
5-2020

ESTATE PLANNING

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

SCHWAB ACCOUNT LOGIN

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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

For any general inquiries, please fill in the following contact form:

© Copyright 2020. All Rights Reserved.

CONTACT

THE
STANLEY-LAMAN GROUP

 
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The information provided herein is believed to be accurate but is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

For Stanley-Laman Group, Ltd., securities are offered through Stanley Laman Group Securities, LLC, an affiliated Broker Dealer which is a member of FINRA SIPC.

Stanley-Laman Group Securities, LLC is a FINRA registered Broker-Dealer sharing common ownership with SLG. 

 

SLG International Opportunities, LP is a registered investment partnership organized to facilitate investment in stocks
not traded in the U.S. or other developed markets.