Kevin Lane is the Founder and Principal of Lane Brothers & Company, a registered investment advisor firm formed in 1990. After 10 years working at a major Wall Street company he sought to create a firm that would operate on a more personal basis with clients. In 1996 he moved his family and company to Prescott from Scottsdale, Arizona, to raise his kids in a small town environment. (We now have offices in both locations).
Kevin has never wavered from his objective of running his business with the clients’ best interests firmly at center stage. A testament to this is the fact that a large portion of the clientele have worked with Kevin for over 30 years.
Lane Brothers takes a steady, reasoned, low cost, long term view that fully considers the clients’ circumstances and temperaments. We stay in close contact with our clients and are very responsive to their questions and needs.
In 2011, we applied for and, after a rigorous review process and extensive training, were authorized to offer to our clients mutual funds from Dimensional Fund Advisors (DFA). DFA offers investment options based on extensive research at the University of Chicago which has identified the investment traits that have proven historically to add value. Their funds are tilted toward these “dimensions” which include low price to book ratio, small capitalization vs large capitalization, and profitability persistence. Because their portfolio construction is methodically defined and strictly adhered to, a hallmark of their offerings is extremely low management fees.
In 2012, we added to our services comprehensive financial planning, including our “Retirement Stress Test SM” with the addition to our team of a Certified Financial Planner ®. We are able to give our clients a quantifiable level of confidence in how prepared they are for retirement and advise them on steps they can take to increase their likelihood of achieving their life goals and retirement objectives. Our work in this area has been extremely well received by clients. We believe it is a worthwhile exercise, especially for those working towards, nearing, or recently retired.
We invite you to a no cost, no obligation, no pressure meeting at our Prescott or Phoenix offices or a location convenient for you, to further discuss whether we might be the right advisor for you and your family.