Ronald E. Lang
Principal and Chief Investment Officer
Ron coaches financial smarts by advising to getting rid of bad debt and sticking to a budget so one of your goals is attaining financial independence. At the minimum, you should at least feel comfortable that you have no credit card debt, a manageable mortgage (that you will pay off early), an emergency fund, continuous savings towards retirement and work towards a healthy lifestyle to eventually enjoy your financial freedom.
Ron Lang is available for speaking events and has been CPE, HRCI and SHRM certified for CE (Continuing Education) credits. Inquire with Ron about different 401(k), Executive Compensation, Wealth Management, Financial Planning and Life and Motivational topics he can speak in front of all types of audiences. Typically, speaking events are 1 – 2 hours in length depending on the topic(s) and audience.
In his spare time, Ron enjoys movies, documentaries, sporting events, traveling, dining and great conversation.
Allen B. Lang
Senior Portfolio Manager
During his tenure in the industry, he served on the Board of Governors of the Philadelphia Stock Exchange for seven years, of which five was as Vice-Chairman of the Board. He chaired the Options/Securities Committee, served on the Executive Committee and was also on the Board of Governors of the Philadelphia Clearing Corporation. Allen also served on the NASD (now FINRA) Business Conduct Committee, in Philadelphia, for four years and was Vice Chairman for one and has been an arbitrator for FINRA for over 30 years and an arbitrator for the New York Stock Exchange.
Allen’s approach to investing is quite simple, he want clients to be frank and realistic with us as to what their ultimate goals and objectives are so that we can develop an investment plan that can help them attain those. We want clients to feel comfortable in our investment choices and never be hesitant to discuss our choices. Ultimately being debt free, including mortgages, should be a primary goal of clients. And while sometimes there arises investment opportunities which can be short term and we will try and take advantage of those, but with a very small percentage of assets. The real goal is a long-term increase of assets while attaining continued income from dividends and interest while reinvesting those additional funds.