The Stanley-Laman Group | Financial Planning

PERFORM COMMUNICATE

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

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

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

MORNINGSTAR WEB PORTAL

CLICK HERE

Combined Form
ADV Part 3 2021

ADV Part 2
Brochure 2021

REGULATORY FILINGS

SCHWAB ACCOUNT LOGIN

CLICK HERE

CONTACT