What is Advocacy Investing®?
The Next Generation of Socially Responsible InvestingSM
Custom Screened Portfolios for Individuals and Institutions.
The Advocacy Investing® strategy is Marc J. Lane Investment Management, Inc.’s proprietary approach to values-based investing in which both equities and fixed-income securities are selected by exacting financial and governance standards, as well as criteria reflective of each investor’s unique environmental, social and governance concerns.
How does Advocacy Investing® build on traditional socially responsible investing?
Locate a Financial Advisor who works with us or recommend your Advisor to us.
Our Performance
Available directly from Marc J. Lane Investment Management, Inc., through Schwab's Managed Account Marketplace® and through TD Ameritrade Separate Account Exchange®.
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Advocacy Investing® Portfolio Strategies
The Advocacy Investing approach meaningfully speaks to one’s own values. It is practical, it drives change, and it turns passive assets into active assets.
Watch Tyler Mathieson, CNBC's Managing Editor, interview Marc J. Lane about Advocacy Investing®
Marc J. Lane Investment Management, Inc.
is proud to be a signatory to the United Nations’ Principles for Responsible Investing and the UN Global Compact.
Copyright © 2008-2011 Marc J. Lane Investment Management, Inc. All rights reserved. Member SIPC.
"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power.", "The Next Generation of Socially Responsible Investing", and "Advocacy Avatar" are trademarks of Marc J. Lane Investment Management, Inc. (Member SIPC) registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.