Alan B. Lancz & Associates, Inc.
Alan B. Lancz & Associates, Inc. is a nationally recognized registered investment advisory firm headquartered in Toledo, Ohio, United States. Founded over 35 years ago, the firm specializes in providing personalized financial, retirement, and investment advisory services and is known as a fiduciary aiming at the best interest of clients. The firm serves leading businesses, non-profits, ultra high net worth families, and other financial professionals including prominent CPAs and attorneys. Alan B. Lancz & Associates, Inc. is known for its rigorous code of conduct, independent research, and emphasis on transparency and confidentiality. The team includes several financial advisors and maintains a reputation for objective, skillful analysis. As of the latest report, the firm manages assets for 161 clients and employs around 3 advisors.
Investment Strategy
Alan B. Lancz & Associates utilizes a contrarian, value-based investment approach, inspired by Sir John Templeton, focusing on bargain hunting and seeking opportunities where the best values are available regardless of market trends. The firm adapts its methodology to individual client goals, risk tolerance, time horizon, and preferences, including ESG (Environment, Social, Governance), SRI (Socially Responsible Investing), and faith-based strategies. Investment decisions are grounded in independent research and objective analysis aimed to serve client interests with the highest standards of integrity and confidentiality.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.08% | $8.1M | 39,330 | $216.75 | $205.17 | -$887.4K |
M MSFT | MICROSOFT CORP | 5.85% | $5.8M | 11,743 | $451.48 | $497.41 | +$1.5M |
C COST | COSTCO WHSL CORP NEW | 4.86% | $4.9M | 4,908 | $845.67 | $989.94 | +$197.8K |
G GOOGL | ALPHABET INC | 4.21% | $4.2M | 23,870 | $182.99 | $176.23 | +$283.4K |
G GOOG | ALPHABET INC | 3.28% | $3.3M | 18,500 | $183.88 | $177.39 | +$243.0K |