The Stanley Laman Group was founded in 1991 to serve the complex financial needs of ultra-high-net-worth families and institutions. For more than three decades, we have navigated clients through every market cycle with a disciplined, integrated approach to wealth management. Our practice is built around a unified advisory architecture that coordinates investment management, estate planning, tax strategy, and business planning under one fiduciary standard.
Traditional wealth management operates in silos. Investment portfolios are built without regard for estate structures, real estate holdings, or privately held business interests. Tax strategies evolve independently of investment objectives, and business planning proceeds without consideration for wealth transfer. The result is fragmentation—conflicts, inefficiencies, and missed opportunities.
Integration is not a meeting between specialists; it is a continuous process. Our investment managers, estate planners, tax attorneys, and business advisors collaborate on every significant decision, ensuring portfolios are designed with tax efficiency, estate flexibility, and business continuity in mind. This seamless coordination—rare even among leading firms—aligns every element of a client’s financial architecture, transforming how complex capital performs over time.
Our investment process combines proprietary quantitative research with advanced artificial intelligence. While many advisors rely on Wall Street research, off-the-shelf ETF allocations, and conventional wisdom, we have built independent analytical systems that uncover opportunities and risks often overlooked by traditional methods. Our AI-driven models synthesize market data, economic indicators, and company fundamentals at a scale and speed unattainable through manual analysis. This technological edge—amplified by human judgment and disciplined oversight—drives investment strategies engineered for institutional performance at the individual-client level.
The Stanley Laman Group operates as an independent registered investment advisor, unaffiliated with banks, brokerages, or proprietary product platforms. This structure eliminates the conflicts inherent in commission-based or product-driven models.
As fiduciaries, we are legally and ethically bound to act solely in our clients’ interests—a standard that exceeds the suitability requirements governing most financial advisors.
Our compensation is asset-based and directly aligned with the value of client portfolios, ensuring alignment between your objectives and our recommendations. Independence, integrity, and disciplined judgment form the foundation of our philosophy: to serve each client with the same care, transparency, and stewardship we apply to our own capital.
Our clients work directly with the firm’s senior portfolio managers and principals—not relationship managers or intermediary staff. This structure ensures decisions are made swiftly, with clear accountability to the individuals responsible for strategy and outcomes. Before any recommendation is made, we invest time understanding the complete context of each client’s financial landscape—its priorities, structures, and objectives—so that every engagement reflects both precision and purpose. The result is a long-term partnership defined by transparency, judgment, and enduring trust.
SLG is an independent investment management and advisory firm serving ultra-high-net-worth individuals, families, and institutions.
