Douglas C. Lane & Associates

Founding Date

Douglas C. Lane & Associates is a registered investment advisor that seeks to provide capital growth through long-term investment in individual equity and fixed-income securities. It primarily specializes in the analysis of individual stocks and bonds, and the management of portfolios comprising them. It invests in and lends to companies in different sectors, industries, and geographies that can generate attractive returns for investors relative to the level of risk involved.


Custom Portfolio Management

DCLA manages portfolios on an individualized basis to tailor them to each client's specific circumstances and needs. This may include the obvious considerations of time horizon and risk tolerance. It also works with clients' accountants to maximize tax efficiency by using such tools as tax-loss harvesting and charitable giving strategies. 

Financial Planning

DCLA guides families, frequently over multiple generations, through the often complex issues surrounding longevity and wealth transfer.