# Alan B. Lancz & Associates Alan B. Lancz & Associates is a Bank / Wealth / Trust based in Toledo, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Toledo, United States - **Region:** North America - **Address:** Toledo, OH, United States - **Founded:** 1982 - **Assets under management:** Undisclosed - **Website:** ablonline.com ## Regulatory record - **CRD number:** 105363 - **SEC file number:** 801-24450 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105363 ## About 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. ## People - Alan Lancz — Founder, Registered Principal, Accredited Investment Fiduciary - David Proudfoot — Compliance/Internship - Debbie Hehl — Client Engagement - Joshua Weinstein — Research and IT Distribution ## Questions ### What is Alan B. Lancz & Associates’ relationship with Sir John Templeton? Founder Alan Lancz built a direct mentoring relationship with Sir John Templeton during the 1980s and early 1990s. The firm credits that connection with shaping its team-based, global research approach that still informs its investment process today. ### How does the firm disclose conflicts of interest? Since the late 1990s, Alan Lancz has publicly filed his own personal and retirement account statements as a transparency measure. The firm extends this obligation across its team, requiring full and fair disclosure on all client engagements. ### Who are the typical clients of Alan B. Lancz & Associates? The firm serves ultra-high-net-worth families, leading businesses, and non-profits. It also functions as an advisor to prominent CPAs, attorneys, and financial institutions, who place both their personal assets and client referrals with ABL. ### What is LanczGlobal.com, and how is it related to Alan B. Lancz & Associates? LanczGlobal.com is a separate entity that disseminates the firm’s daily insights and independent research. It was built on the IT and research platform coordinated by associate Joshua Weinstein, who has been with ABL since 1995. ### Does the firm run pooled funds or only separately managed accounts? The firm does not disclose operating any proprietary pooled funds or private vehicles. Its client offering centers on customized separate accounts designed around individual goals, risk tolerance, and time horizons. ## Related profiles - [A & P Wealth Management](https://altss.com/profile/a-and-p-wealth-management) - [Master's Wealth Management](https://altss.com/profile/masters-wealth-management) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/alan-b-lancz-and-associates Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology