Lang & Becker, Inc.

Lang & Becker serves individual clients—including high net worth individuals—and businesses, managing approximately $98.8 million for roughly 69 accounts. The firm provides personalized investment advisory and financial planning services and offers fee-based advisory accounts through the Osaic Wealth Management platform, including advisor‑managed and unified managed account programs, and may refer clients to separately managed accounts or third‑party managers.

Portfolios are built from client questionnaires and stated objectives, with advisers using Osaic’s risk‑tolerance, optimization and rebalancing tools to construct and manage accounts, typically on a discretionary basis. The firm’s disclosed strategies can span mutual funds and ETFs to individual equities and, for qualified clients, higher‑risk approaches such as micro‑cap positions, margin, options, short sales and structured products, and it may utilize sub‑advisers for part of portfolio management.

Compared with many peers, the firm combines advisory services with in‑house tax and accounting expertise—one principal holds CPA/CFP credentials and may provide tax or accounting services separate from advisory fees—and its advisers are licensed to sell life and annuity products through affiliated insurance channels. The firm is affiliated with the Osaic broker‑dealer/custodian and uses that platform exclusively, and its advisers may receive commissions or other compensation through those brokerage and insurance relationships, which the firm discloses as potential conflicts of interest.