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Welcome
Company Profile
Douglas C. Lane & Associates, Inc., located in the
heart of New York City near Grand Central Station, is a registered investment advisory
firm offering customized management for the common stock
and bond portfolios of individuals, families, trusts,
and institutions.
Managing assets of approximately 1.9 billion dollars, our
portfolio managers and equity analysts, with over 100
years of combined research experience, use fundamental
economic and corporate research and long-term thinking
to identify industries and companies suited to our clients’
investment goals.
The nine principals of the firm, and over twenty
associates, work together to provide personalized attention to our clients'
needs in the areas of wealth management, financial
administration, and the myriad issues individuals
and families face in connection with their finances.
While
clients' investments are our primary responsibility,
we also offer a variety of wealth management
services, including financial planning, estate
planning, and retirement planning.
We do not charge for these additional client
services and we do not sell financial products. The
only source of revenue for the firm is the fees we
charge for managing client portfolios. We believe
that our strict policy of independence and integrity
is the only way to give truly unbiased financial
advice.
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