THE

STANLEY-LAMAN GROUP 

Since 1991, we have consistently improved the financial position of our clients by growing, protecting, and conserving their investments, business interests and family assets.

 

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OUR

COMPANY

The Stanley-Laman Group, Ltd. provides:

    -  Investment Management

    -  Tax Planning

    -  Financial Planning

    -  Business Services

 

WHAT WE HAVE TO OFFER

Multi-Disciplinary Services are Coordinated to:

    -  Improve Performance

    -  Reduce Taxes

    -  Lower Costs

    -  Reduce Risk

We have extensive experience in working with ultra-high net worth individuals & families who own businesses, real estate, or hold large concentrated positions in publicly traded stock; we also provide these services to charitable and education institutions, financial advisors and investment brokers.

We are a diverse team consisting of:

    -  Former Public Company Chairman & CEO

    -  Tax Attorneys

    -  Investment Managers

    -  Financial Planners

We offer a comprehensive approach which:

    -  Reduces Overlap

    -  Lowers Fees

    -  Closes Gaps

INVESTMENT PORTFOLIOS

MEETING OBJECTIVES
Cash Management / High Dividend Equities / Large Cap Equities

Tax-Free Bonds / High Growth Equities / Emerging Market Equities

PHILOSOPHY - EXCEPTIONAL RETURNS BY
Finding Great Companies Before Crowd 

Internal Research / Experienced Managers / Search Globally

Sell When Overvalued / Follow Global Trends

 

PERSONAL PLANNING

PRO-ACTIVE MULTI-DISCIPLINARY
Estate Planning / Asset Protection / Business Continuity or Sale

Charitable Planning / Investments / International & Cross-Border Planning

Multi-Generational Planning / Governance & Family Harmony

 

Monetizing Business Interests / Raising Capital / Successor Management

Family Transition / Exit Planning / Governance & Best Practices

 

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
MARY TALBUTT, MBA
LEAD FIXED INCOME
PORTFOLIO MANAGER
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WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA

SENIOR PORTFOLIO MANAGER

DAVID GONG, J.D., MBA
SENIOR PORTFOLIO MANAGER
ALEC DROBA
ASSISTANT PORTFOLIO MANAGER & TRADER
STEPHEN OLIVERE
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
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
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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

China's Unnoticed Bull Market
7-2020
Growth vs Value
8-2020
Better Than FANG
9-2020
Economy & Stock Market Disconnect
7-2020
Navigating the COVID Market
5-2020
The U.S. Economy - Half Full or Empty
6-2020
Gift Low Basis Assets 9-2019
Boards of Directors 12-2019
Estate Credit Repeal 5-2020
 

MORNINGSTAR WEB PORTAL

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

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

© Copyright 2020. All Rights Reserved.

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ESTATE PLANNING

© Copyright 2018. All Rights Reserved.

© Copyright 2018. All Rights Reserved.

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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.