Who We Are

A Winning Tradition

Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Since Doug and Gay Lane established the firm in 1994*, it has thrived for one simple reason: we deliver results on your terms.

Our approach is decidedly different. Unlike generic, mass market investment offerings, we’re focused on delivering long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management.

We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth. It is our honor to be trusted to help our clients capitalize on opportunities in the global economy while navigating the volatility and major pitfalls of financial markets.

The Standards That Guide Us

DCLA is structured around delivering successful outcomes. Since our founding, we’ve adhered to standards that provide powerful advantages for you and your loved ones.

Who We Serve

High-Net-Worth Families

We guide families through a wide range of issues related to building and managing their wealth. Our collaborative approach often spans generations, and involves your trusted accountants, attorneys and advisors.

Trusts

Retirement Plans

Foundations

Endowments

Trusts

Retirement Plans

Foundations

Endowments

Our integrity and long-term track record has earned us the trust of the institutions we work with on behalf of our clients.

Tell Us How You Define Success

We’ll give it our all to get you there.

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Important Disclosures

References to the firm being founded refer to DCLA’s predecessor, Douglas C. Lane & Associates, Inc.