Welcome to Lane Generational!
We are excited to announce the formation of Lane Generational as an independent Registered Investment Advisor (RIA).
Having spent five successful years under the Raymond James umbrella, we decided it was no longer the best home for our clients or our Firm.
Like most industries, large traditional broker-dealers are facing disruption. Historically, their offerings were able to leverage the access and resources only available to those with scale. The term “wirehouse,” meaning full-service broker-dealer, refers to a time when broker-dealer offices were connected via private lines to ensure all branches had immediate access to the same market information.
Today, technology has not only democratized access to information but streamlined the infrastructure required to successfully operate an investment management business. These advances allow us to provide superior service to our clients without relying on a firm of 19,000 employees.
Financial advisors at wealth management firms are often middlemen. Most utilize the packaged investment offerings of third-party managers and rely on their sales ability to gather new business rather than utilizing their own investment prowess. In our view, this model will continue to face disruption, as the next generation of investors can gather comparable advice in just a few internet searches.
Lane Generational is built upon intellectual property. We do not rely on third-party managers. All our investment strategies are managed in-house and reflective of our proprietary views, based upon decades of experience as public company investors, direct private equity investors, and investment bankers. As data and information have become broadly available in real-time, analytical thinking has become invaluable.
Most significantly, our independence gives us autonomy over where we allocate resources within the firm. We can focus on the areas that best serve our clients, including strengthening our intellectual property by adding research capabilities, attracting and retaining exceptional staff, and investing in technology, all with the ultimate goal of constantly improving the client experience. Our goal is to build a great Firm, with talented and passionate people for whom service to our clients is a mission.
We are looking forward to the next chapter.
Frederick C. Lane
Lane Generational LLC is a registered investment advisor. This blog is for informational and educational purposes only. The information provided does not constitute investment, tax, or legal advice. Please see important disclosures link at the bottom of this page.