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. 

Marc J. Lane Investment Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®).

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 Marc J. Lane being interviewed about Advocacy Investing.

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.

United Nations Global Compact 

Principles for Responsible Investing