OUR SERVICES
Lane Generational was originally established as a unit within Raymond James in 2015 and transitioned to an independent registered investment advisor in 2020. We presently serve primarily high-net-worth individuals and family offices, though we are accessible to investors of any type who share the singular goal of long-term capital appreciation.
Our primary offering is a private partnership made available to eligible investors. The Fund is a long-biased, generalist equity strategy focused on asymmetric opportunities in public markets. For prospective investors who meet the qualified client definition, please reach via our contact page to learn more about the Fund.
Our separately managed accounts offering is reserved for retirement accounts. We invest top down in the same macro themes driving our Fund investments expressed through thematic ETFs ("exchange traded funds"). The strategy is deployed through separately managed accounts, giving clients complete transparency to portfolio holdings and real-time activity. As this is a dedicated retirement account strategy, we are able to trade without concern for tax liability, which we believe is a competitive advantage.
The investing journey is a mutual partnership between our clients and us. Therefore, we place great emphasis on communication and transparency as the building blocks of trust. 
ALIGNMENT
We are invested alongside our clients. We do not receive commissions or referral fees.
INGENUITY
We value independent, innovative thinking driven by our breadth of experience, perspectives, and network of relationships.
TRANSPARENCY
Within our separately managed accounts strategy clients have complete transparency and real-time access to security holdings and trades.
