Stanley-Laman Group Ltd.

Stanley Laman Group, Ltd. provides fee-based portfolio management and financial planning to a mix of individual clients (including high‑ and ultra‑high‑net‑worth individuals) and institutional clients such as corporate pension and profit‑sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. As of December 31, 2025, the firm reported managing roughly $1.02 billion in discretionary and non‑discretionary client assets.

The firm offers ten distinct portfolio offerings spanning ETF allocations across risk profiles, traditional equity strategies (High Growth, High Dividend & Value, Blend, Defensive), fixed income, and specialty international products, and it constructs portfolios using a bottom‑up screening tool developed in‑house combined with top‑down market and sector research. Positions are monitored daily, discussed in routine investment meetings, and clients receive monthly performance and appraisal reports while being assigned a relationship manager who meets with clients at least annually.

Compared with many peers, Stanley Laman Group operates as a fund sponsor and private fund adviser—managing SLG International Opportunities, L.P. and multiple side‑pocket accounts that invest on local exchanges in markets such as India, China, Vietnam and an Asia‑focused AI infrastructure sleeve—and discloses procedures for valuing hard‑to‑trade securities. The firm also maintains affiliated entities, including a broker‑dealer operating alongside the adviser and an affiliated law firm, resulting in an integrated advisory, brokerage, and fund‑management structure that is relatively uncommon among similar team firms.