Stanley-Laman Group
SLG is an independent investment management and advisory firm serving ultra-high-net-worth individuals, families, and institutions.
Firm Overview
Our Foundation
The Stanley-Laman Group, Ltd. ("SLG" or "Stanley Laman Group") was founded in 1991 to serve the complex financial needs of ultra-high-net-worth families and institutions. Our practice is built around a unified advisory architecture that coordinates investment management, estate planning, tax strategy, and business planning under one fiduciary standard.
An Integrated Approach
Traditional wealth management operates in silos. The result is fragmentation—conflicts, inefficiencies, and missed opportunities. Integration is not a meeting between specialists; it is a continuous process. Our investment managers, estate planners, tax attorneys, and business advisors collaborate on every significant decision, ensuring portfolios are designed with tax efficiency, estate flexibility, and business continuity in mind.
Analytical Edge
Our investment process combines proprietary quantitative research with advanced artificial intelligence, guided by portfolio managers with over seventy years of combined institutional experience. The Ad-Star® System applies rigorous forensic and fundamental analysis to assess earnings quality, detect financial statement anomalies, and evaluate companies across over ten thousand metrics. The Fusion Engine® convenes the leading edge of AI into a single, self-verifying analytical intelligence. Zygent AI™, our autonomous agentic workforce, carries out research and engineers the institutional-grade quantitative infrastructure beneath our investment process.
Principles & Philosophy
The Stanley Laman Group operates as an independent registered investment advisor, unaffiliated with banks, brokerages, or proprietary product platforms. As fiduciaries, we are legally and ethically bound to act solely in our clients’ interests—a standard that exceeds the suitability requirements governing most financial advisors. Our compensation is asset-based and directly aligned with the value of client portfolios.
Client Experience
Our clients work directly with the firm’s senior portfolio managers and principals—not relationship managers or intermediary staff. Before any recommendation is made, we invest time understanding the complete context of each client’s financial landscape—its priorities, structures, and objectives. The result is a long-term partnership defined by transparency, judgment, and enduring trust.
Services
- Portfolio Management
- Estate Planning & Asset Protection
- Business Planning & Advisory
- Complex Trust Administration
- Private Life Insurance Solutions
- Strategic Real Estate Planning
- Integrated Alternative Assets Platform
- Philanthropic Planning & Legacy
- Liquidity & Capital Strategies
- Family Office Governance & Counsel
Team
Founding Principals
- William StanleyPresidentMSFS
- James LamanVice President & General CounselJ.D., LL.M
- David EatonVice PresidentChFC®, CLU®
Executive Leadership
- Bradford StanleyChief Investment and Chief Technology OfficerCFA
- Stephen TaylorSenior Counsel & Head of Tax PlanningJ.D., LL.M.
Portfolio Management
- Wei HuangSenior Portfolio ManagerPhD, MBA, CFA
- Gary SouraSenior Portfolio ManagerMBA, CFA
- Stephen OlivereSenior Portfolio ManagerCFA
- Robert McGillSenior Portfolio ManagerCFA
- David GongPortfolio ManagerJ.D., MBA
- Matthew MondimoreInvestment Operations Analyst
Legal & Estate Counsel
- Steven AbelSenior Tax CounselJ.D., LL.M.
- Alexander BonderTax CounselJ.D., LL.M.
- Kayleigh ZeronTax CounselJ.D.
- Alexandra ThompsonSenior Paralegal & Estate Planning Coordinator
- J. Michael SheaTax CounselJ.D., Ph.D.
Private Wealth Advisory
- Michael AllenManaging Director, Wealth PlanningCFP®
- Brent MeyerSenior Private Wealth Advisor
- Kristen BechtelDirector of Marketing & Client Strategy
- Kevin SeitsPrivate Wealth Advisor
- Erik SchneimanPrivate Wealth Advisor
Trust & Insurance
- Natalie WildemoreVice President, Operations
- Michelle KoranOperations Manager
- Natalie RandazzoClient Relationship Manager & Business Development Associate
- Amy BenjaminTrust & Insurance Services Specialist