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Home > Financial Services > Stock Brokers > Marc J. Lane & Company

Marc J. Lane & Company

Marc J. Lane & Company is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Marc J. Lane & Company is a full-service investment firm. It sells common and preferred stocks, bonds, options, mutual funds, variable insurance and other financial products just like Merrill Lynch, Bear Stearns, Morgan Stanley or the Northern Trust Company does, but with important differences. Its clients include individuals, businesses, nonprofit organizations, trusts, pensions, & custodians.

They have no quotas and no hot stocks to sell. Their careers advance here only when they make their clients happy, overseeing every detail of the investment process from the development of the investment plan to the selection of individual securities. So, they do the right things for the right reasons.

Marc J. Lane & Company's professionals are artists as well as scientists. Disciplined investing is a dynamic process, and Marc J. Lane & Company undertakes to stay with the process and to keep its clients informed at every turn. And they encourage their clients to be just as disciplined in selling as they are in buying stocks. Whenever they think it's time to act whether to sell a security or revisit one's asset allocation. It’s also important to note that, after a portfolio has been designed and all the common stocks have been vetted for quality, appreciation potential and value there is little reason to effect sales. In fact, the tax laws discourage it. So, they find that only about 10 to 15 percent of a portfolio is sold and replaced each year, keeping costs even that much lower.

The company prides themselves on their accessibility and encourages frequent and open communication with the clients. Client satisfaction is the most appropriate measure of their success

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