Lane Generational was established 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, a concentrated public equity strategy, is deployed through separately managed accounts, giving clients complete transparency to portfolio holdings and real-time activity. This structure also allows clients the ability to participate in tax-loss harvesting when applicable to improve long-term tax efficiency.
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.
We are invested alongside our clients. We do not receive commissions or referral fees.
We value independent, innovative thinking driven by our breadth of experience, perspectives, and network of relationships.
Our strategies are deployed through separately managed accounts, meaning clients have complete transparency and real-time access to security holdings and trades.