Independent and Transparent
We are independent, transparent and always looking at your best interest no matter what your situation. What we were saying and doing for our clients is public knowledge and we are proud of our past. While not always right, we are disciplined and resolved to do our best for you. It is important to know what you own and understand the reasons behind our proactive risk management strategies.
Experienced and Disciplined
For nearly 4 decades, ABL, Inc. has offered pro-active independent financial advice management geared specifically for you and future generations. Our disciplined, sometimes considered contrarian approach during market extremes, has been a critical component to our success that sets us apart from both passive and reactive investing.
Personalized
Actual customized and personalized retirement, estate and wealth management advice specifically designed in accordance with your financial situation. Your goals, objectives and preferences are all coordinated to suit your risk tolerance and time horizon. We offer fee-only advice in your best interest to avoid conflicts with commissions, quotas and fee sharing like so many others.
Fiduciary Standard
It is impossible to eliminate all conflicts of interest in the investment world, but at Alan B. Lancz & Associates, Inc. we have established the framework as a fiduciary for our clients, rather than the suitability rules that govern the brokerage industry. Our fiduciary and fee based standard is more inline with a CPA and/or private attorney relationship. In addition, we avoid many of the lesser known conflicts that are prevalent in most brokerages and even so many registered investment advisory firms and investment advisor representations throughout the country. All investors should know their total costs, including a sundry of potential charges listed below before investing or hiring an advisor. In addition, wouldn’t it be great to know what your advisor/broker is invested in and how they handled sell-offs like 1987, 2000, 2008 and now, 2020? Alan B. Lancz & Associates, Inc has a transparent recording of media interviews that illustrate exactly what we were recommending during both good and bad markets.
- NO SOFT DOLLAR ARRANGEMENTS
- NO REVENUE SHARING
- NO SOLICITOR ARRANGEMENTS
- NO PAY TO PLAY