Douglas C. Lane & Associates

Douglas C. Lane & Associates (DCLA) is a registered investment advisory firm headquartered in New York City, specializing in customized wealth management and portfolio management services. Founded in 1994 by Doug and Gay Lane, the firm manages assets for high-net-worth families, trusts, pensions, endowments, foundations, and institutions across more than 45 states and over a dozen countries worldwide. DCLA focuses on delivering superior long-term investment results through proprietary fundamental research and individualized financial planning.

The firm's investment strategy centers on direct investments in individual equity and fixed-income securities, emphasizing a 'core' approach that transcends traditional market categorizations. DCLA invests in and lends to companies across various sectors, industries, and geographies, aiming to generate attractive returns relative to the level of risk involved. This approach is designed to provide clients with growth in capital through long-term investments in individual stocks and bonds.

DCLA's commitment to client success is evident in its fiduciary advice, separation of custody, and adherence to Global Investment Performance Standards (GIPS®). The firm collaborates with clients and their trusted advisors to offer comprehensive wealth management services, including retirement planning, estate planning, education planning, charitable giving, and tax efficiency. By focusing on individualized financial planning and portfolio management, DCLA strives to help clients navigate the complexities of the global economy and achieve their financial goals.