Providing a full range of fee based wealth management services
Alan B. Lancz & Associates, Inc. is a nationally recognized money management firm offering personalized portfolios coordinated for each client's specific goals, objectives and risk tolerance. Included among our select clients are individuals, corporations, retirement plans, trusts, non-profit organizations and other investors seeking a risk adverse, disciplined, low cost, proactive investment strategy.
ABL Asset Allocation was developed for clients looking to engage a more active asset allocation approach rather than the typical passive rebalancing methodology. Utilizing both low cost Exchange Traded Funds (ETFs) and mutual funds in a proprietary strategic and tactical approach, ABL Asset Allocation adapts to the ever changing markets and uses the same disciplined analytics and risk management techniques including full transparency and disclosure of risk and costs.
LanczGlobal.com is a proprietary website, available exclusively to members. It is a purely independent investment research website operated by LanczGlobal LLC. Please click below to get connected with LanczGlobal's daily research insights including nationally recognized written publications The Lancz Letter, ABL Research Reports and Sound Investing Basics
Global Media Coverage
CNBC's Squawk on the Street (3/22/13)
Scott Wapner, on CNBC's Squawk on the Street, interviews Alan B. Lancz on the firm's strategy of taking profits on high flyers and redeploying proceeds in select bargains. Investor's need to utilize this volatility to their advantage. Covering Europe's continued financial woes and the latest form Cypress.
ABL Live on CNBC's Squawk on the Street (8/31/12)
Alan B. Lancz is interviewed by Carl Quintanilla of CNBC's Squawk on the Street. Mr. Lancz talks about the research firm's latest on Bernanke and Europe as we approach the election.
Lancz Live from New York (2/24/12)
The importance of being selective and disciplined in both new purchases and profit taking is discussed by Alan B. Lancz on Fox Business After the Bell.
CNBC's Squawk on the Street (11/15/11)
Melissa Lee and Simon Hobbs interview Alan B. Lancz on his strategy of buying select beaten down financials and taking profits in favorite utilities to best navigate in this volatile market.
The Latest From Alan B. Lancz on the European Crisis (11/6/11)
The latest on the European Crisis now that the global equity markets have recovered so much from their lows. The proposed resolution will need numerous modifications, taking quite a bit of time and patience.
Lancz Live from London (7/12/10)
Alan B. Lancz is asked to spend an hour on Worldwide Exchange with CNBC's Guy Johnson covering latest insights on BP, World Cup, and European Bank Stress Tests.
PBS's The Nightly Business Report (5/7/10)
NBR's Tom Hudson interviews Alan B. Lancz one day after the "Flash Crash" of May 6th, 2010 to gain the latest insights from research firm LanczGlobal during this historic event. "While others are panicking out, investors should buy quality into such weakness."
CNBC - 2011 Outlook & Strategy
Two years ago was the time to be buying the more cyclical (i.e., commodities) in general or the Apples and eBays in particular. There are still opportunities, but investors need to reduce risk as valuations rise, not be increasing exposure into 2011.
3 Factors That Make M&A Targets Attractive (9/9/10)
CNBC's Erin Burnett interviews Alan B. Lancz regarding three factors that he feels make companies attractive for M&A takeovers.
PBS's The Nightly Business Report (6/24/11)
Alan B. Lancz, director of research of LanczGlobal.com gains national attention of their defensive strategies going into 2011. Here is the firm's latest update and strategy now that investors are going more defensive.
The Wall Street Journal (7/14/10)
Toledo, Ohio based Alan B. Lancz & Associates is featured in regards to the firm's specialty niche in working with some of the top athletes in the world. The Wall Street Journal focuses on the firm's long-term success within the ultra high net worth hockey segment.
Lancz Comments on Record Market Volatility (5/7/10)
CNBC asked Alan B. Lancz to join Squawk on the Street's Mark Haines live from the New York Stock Exchange the morning after the "Flash Crash".
Click here to see all ABL media coverage
Local Media Coverage
WTVG The Roundtable (4/22/12)
Alan Lancz is the sole guest on WTVG's The Roundtable hosted by Jeff Smith. Discussions include how to obtain the best paying CDs to avoiding long term treasuries. Mr. Lancz says to expect stock market volatility in both directions, rather than just upwards as was seen in the 1st quarter of 2012
Special "Japan Crisis" Report (3/14/11)
What is worse for investors - the Middle East dissension, collective bargaining, or the natural disaster in Japan?
WTVG Interviews Alan B. Lancz (10/11/10)
How weakness in the U.S. dollar influences the U.S. economy and your investments, what to do in a lower interest rated environment are a few of the topics covered.
ABL Inc. Strategies Garner National Attention
Simon Hobbs interviews Alan Lancz to get details on the firm's profit taking recommendations now that several sectors are up 25-30% YTD. - August 14, 2013
CNBC's Squawk on the Street (8/14/13)
CNBC's Brian Sullivan and Mandy Drury interview Alan B. Lancz on the firm's latest strategies and insights as the market hits new highs. - July 18, 2013
Street Signs (7/18/13)
Fox Business News hosts Liz Claman and David Asman interview Alan B. Lancz on the Company's latest investment strategies - October 13, 2011
Fox Business (10/13/11)
In buying select financials and income oriented investments, Alan B. Lancz channels Sir John Templeton - September 15, 2011
July 25, 2011 - "Profit Taking is Not A Dirty Word" is what our research team wrote before the downturn. See our interview from before the August's dramatic sell-off in high yield bonds and equities.
During the heavy selling of the week of August 8th, 2011, this is what we were saying into the sell off, as well as our thoughts on gold into its parabolic rise.
The Leading Edge
Money Management Update - 3rd Quarter 2013
We warned investors last quarter to expect volatility in both directions the balance of 2013, after only experiencing upward moves during the first half. As we go into October and the spotlight shines on our dysfunctional government, investors may finally experience a meaningful sell-off. It made sense to us to get more defensive last month, as investors totally ignored the upcoming and ongoing problems and pushed the equity markets to new highs. This can be best detailed in an October 7, 2013 Dow Jones publication of Barron’s column, covering a recent research piece from our sister company LanczGlobal LLC..... Read the full Money Management Update
ABL Inc. Risk Adverse Investing - Avoiding Bubbles
Smart Money July 2010
"Investors don't have to be in every asset class especially when certain classes are at bubble valuations."
"At times diversification can actually hurt you particularly when you are in an asset class you shouldn't have been in the first place."
Read more of the Smart Money article
The Wall Street Transcript Interview
Proactive Research & Investment Strategies (2/2/09)
Alan B. Lancz is President of Alan B. Lancz & Associates, Inc. and Director of Research at LanczGlobal.com. He started his own investment advisory firm shortly after graduating from The University of Toledo nearly 30 years ago. He has established a national reputation for his client-oriented advice and proactive research and investment strategy. For over two decades, he has been featured and quoted in a variety of well respected media including The Wall Street Journal, Barron's, CNBC, The New York Times and Bloomberg among others. Alan B. Lancz & Associates, Inc., offers a full array of fee-based wealth management services as an independent adviser working directly with each client or institution. Clients range from ultra high net worth family accounts to corporations, non-profit organizations and a variety of cash management and retirement plans... Read the full Wall Street Transcript Interview
Protecting Your Nest Egg in a Recession (11/12/07)
OUR THOUGHTS AT THE MARKET PEAK - OCTOBER 2007
Alan Lancz is president of Alan B. Lancz & Associates Inc., a professional money management
firm in Toledo, Ohio. Lancz says one of the key factors in a successful portfolio in any type of economy is managing risk. He also has taken the unusual
step of fully disclosing to his clients, on a real-time basis, the holdings in his personal and retirement portfolios, and his company's corporate holdings.
It's important to be strategically in the right areas or sectors of the market. In May 2007, we recommended selling the real estate investment trusts (REITs), utilities and financials.
The financials comprise more than 20 percent of the S&P 500. If you look back at 2000, technology was over 20 percent, and whenever you get a sector that comprises so much of the
market it's usually a concern, a red flag should go up to investors.
They've gone down quite a bit, so it's not as worrisome, but in our estimation there's too much uncertainty. We don't know if another shoe will drop as far as subprime. Usually when there's
fallout that will take longer -- just like with technology, it took more than a year for the sell-off to correct all the excesses in technology -- and we kind of see that with the financials,
so it's an area that we would still avoid.
Be proactive, not reactive
It's more a matter of being in the right companies. Even in technology we're overweight, but our overweight is from a year ago. We plan on selling, and that's my second point: being proactive rather than reactive.
What I mean in that regard is we recommended selling the financials and REITs and the utilities in May -- we're going to be selling into the technologies because all of a sudden technology has become a safe haven because it doesn't have the subprime and credit concerns.
Read the full Yahoo Finance article
Reprinted from Yahoo Finance (11/7/07)
|The information discussed in these videos are for informational purposes only and and is not intended, and shall not constitute, a solicitation or offering of any of the investments mentioned therein. Always remember that past performance is no guarantee of future returns.