Lawrence, Alan

Overview

Lawrence, Alan operates as a sole proprietorship providing portfolio management primarily for individuals, families and small businesses. The firm’s stated investment preference is equities, with a heavy tilt toward exchange-traded instruments. Fee arrangements are flexible: the practice charges a percentage of AUM and also uses hourly and fixed fee engagements. Lawrence, Alan is not positioned as an ESG-focused allocator and does not operate as a multi-state or pension consultant adviser. Investment activity centers on concentrated equity exposure delivered through managed accounts. The adviser serves a small client base and appears to manage portfolios directly rather than operating as a capital allocator to a broad platform of affiliated funds. Advisory services are delivered directly by Lawrence, Alan under an individual-owner model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices