The Stanley-Laman Group | Financial Planning

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

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

WEI HUANG, PhD, MBA, CFA

SENIOR PORTFOLIO MANAGER

GARY SOURA, CFA

SENIOR PORTFOLIO MANAGER

STEPHEN OLIVERE, CFA
PORTFOLIO MANAGER

CHRISTOPHER COOLIDGE, CFA

FIXED INCOME
PORTFOLIO MANAGER

DAVID GONG, J.D., MBA

PORTFOLIO MANAGER

ROBERT McGILL, CFA
ASSOCIATE 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

KAITLIN MILLER
PARALEGAL & TRUST ADMINISTRATION

MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR

BRENT MEYER
MARKETING ASSOCIATE

INSURANCE & TRUST ADMINISTRATION

NATALIE WILDEMORE

CLIENT SERVICING MANAGER

SARA SKIPP
LIFE INSURANCE UNDERWRITING
CASE MANAGER

KATHRYN TITGEN

TRUST & CLIENT SERVICING

NATALIE RANDAZZO
CLIENT SERVICING ADMINSTRATION

MICHELLE KORAN

SCHEDULING & LOGISTICS

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

2021 / 2022

ESTATE PLANNING

Estate Credit Repeal
5-2020

Board of Directors
12-2019

Gift Low Basis
Assets 9-2019

Client Portal

MORNINGSTAR WEB PORTAL

CLICK HERE

Combined Form
ADV Part 3 2023

ADV Part 2
Brochure 2023

REGULATORY FILINGS

SCHWAB ACCOUNT LOGIN

CLICK HERE

contact

CONTACT