• Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that custom designs personalized portfolios for each client’s specific goals, objectives and risk tolerance.
  • ABL Asset Allocation utilizes a more active asset allocation methodology rather than the typical passive rebalancing approach. Same risk adverse, low cost strategy as our Money Management, with a focus on risk management.
  • LanczGlobal, LLC is an independent research entity that offers daily proprietary insights and reports on an exclusive basis to institutions, individuals and non-profits via LanczGlobal.com.

ABL Form ADV Part II

Our ADV Part II is now online and in PDF format.  It can viewed and printed using the free Adobe Acrobat Reader (click if you need to download).

  • Form ADV Part II
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    The information presented on ablonline.com has been obtained from sources believed to be reliable, but its accuracy - and that of the opinions based thereon - are not guaranteed. Any statements nonfactual in nature constitute current opinion and are subject to change without notice. Alan B. Lancz & Associates, Inc., or individuals associated with the company may have positions in securities or commodities referred to herein, and may, as principal or agent, buy or sell such securities or commodities. Neither information nor opinions shall be construed to be or constitute an offer to sell or a solicitation of an offer to buy any securities or commodities mentioned herein. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any investment professional. Past performance does not guarantee future success. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. Any information, comments, opinions, etc. presented on the ablonline.com website is copyrighted and property of Alan B. Lancz & Associates, Inc., and can not be reproduced or distributed without the written consent of Alan B. Lancz & Associates, Inc.