Who is Lane Asset Management?

Lane Asset Management (previously, also doing business as Lane Financial Management) is an independent sole-proprietorship investment management and financial planning firm that provides the following services for individuals and small businesses:

 

·        Investment management

·        Financial planning

·        Insurance review

·        Tax preparation

 

All services are provided on a fee-only basis.  Commissions are never charged and financial products are not sold. 

 

Lane Asset Management is a Registered Investment Advisor (RIA) and is licensed with the SEC to provided services in Massachusetts (pending), New York, New Jersey and Connecticut (potential clients in other states should contact Ed).

 

Lane Asset Management’s sole employee is Edward Lane, ASA, a Certified Financial Planner™ and actuary.  

Ed’s background includes:

 

  • Graduate of The Wharton School, University of Pennsylvania, with a B.S. in Economics and Actuarial                         Science

  • Graduate of the University at Albany (State University of New York) with an MBA, concentration in Finance and Economics

  • Consulting actuary working on the design, administration, and financing of corporate retirement programs

  • Small business owner and consultant

  • Independent investment manager and financial advisor

  • Adjunct professor of finance and economics at University at Albany (SUNY).

  • Advisor to nonprofit organizations in the oversight of cash and investment management.