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.
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
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PHILOSOPHY - EXCEPTIONAL RETURNS BY
Finding Great Companies Before Crowd
Internal Research / Experienced Managers / Search Globally
Sell When Overvalued / Follow Global Trends
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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
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Monetizing Business Interests / Raising Capital / Successor Management
Family Transition / Exit Planning / Governance & Best Practices
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BUSINESS SERVICES
FOUNDERS
WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M
VICE PRESIDENT &
CORPORATE COUNSEL
INVESTMENT STAFF
DAVID GONG, J.D., MBA
SENIOR PORTFOLIO MANAGER
BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
GARY SOURA, CFA
SENIOR PORTFOLIO MANAGER
MARY TALBUTT, MBA
LEAD FIXED INCOME
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
TYLER HAMILTON,CFP®
FINANCIAL ADVISOR
MICHAEL ALLEN
RELATIONSHIP MANAGER
INSURANCE & TRUST ADMINISTRATION
NATALIE CIESLAK
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
JILLIAN BECKER
LEGAL & INSURANCE
ADMINISTRATIVE ASSOCIATE
MICHELLE KORAN
SCHEDULING & LOGISTICS
CLIENT MAILINGS
Below you will find a sample of our most recent client mailings.
INVESTMENT MANAGEMENT
Strategies for Periods of Market Stress 11-2018
Stock Trading
5-2019
Bond Spreads Hidden Costs
8-2018
ESTATE PLANNING
Gift Low Basis Assets 9-2019
Asset Protection Planning 2-2019
Private Placement Life Insurance
6-2019
CONTACT
THE
STANLEY-LAMAN GROUP
OUR ADDRESS
1235 Westlakes Drive, Suite 295
Berwyn, PA 19312
Email:
Phone: 610-993-9100
Fax: 610-993-8382
For any general inquiries, please fill in the following contact form:
© Copyright 2018. All Rights Reserved.
