Alan B. Lancz & Associates

Alan B. Lancz & Associates

Alan B. Lancz & Associates opened in 1982 as an independent registered investment advisor. Its founder, Alan Lancz, cultivated a relationship with Sir John Templeton during the 1980s and early 1990s, and the firm still frames its team-based research model around that formative mentorship. The firm’s code of conduct, which Lancz hardened in the late 1990s by publishing his own personal and retirement holdings, defines its fiduciary posture. The firm builds bespoke portfolios weighted toward publicly traded equities and fixed income, layered with tactical cash positioning during periods of market stress. It describes itself as an advisor to other advisors; many of its clients are prominent CPAs, attorneys, and financial institutions that place both their personal assets and their clients’ referrals with the firm. Geographic reach is anchored in the Midwest, though its principals appear on Bloomberg Television discussing global macroeconomic risks, reflecting a national consulting footprint. The firm operates from a single office in Toledo and has deliberately stayed small, aggregating a group of CFA charterholders, CPAs, and MBAs that expanded during the pandemic-era talent dislocation. Key associates include compliance and internship head David Proudfoot, client-engagement lead Debbie Hehl, and research and IT coordinator Joshua Weinstein. The website points readers to LanczGlobal.com — a separate research and insights entity — but no distinct family-office or private-fund vehicle is disclosed. What sets ABL apart is its extreme transparency architecture, rare among small-town RIAs: the founder publicly filed his own account statements starting in the 1990s and extends that same obligatory disclosure to all associates today. This structural commitment — bolstered by a documented, Templeton-rooted investment process — creates a compliance wrapper that attracts institutional-grade due diligence from other gatekeepers.