LANG & BECKER, INC.

Overview

Lang & Becker, Inc. is a small, fee-based wealth manager that serves individual and family clients as well as businesses and institutions. The firm acts as a capital allocator, running discretionary portfolios and selecting outside managers when specialized expertise is needed. Its stated advisory activities include portfolio management for individuals/small businesses and for businesses or institutions, plus selection of other advisers — a setup that points to a mix of in-house portfolio construction and outsourced specialist allocations. Investment practice tilts toward public equities: exchange-traded securities are the dominant holdings and the firm expresses a clear preference for equity exposure in client portfolios. Lang & Becker, Inc. does not market itself as an active ESG investor. Fee billing is percentage of assets under management, and the firm appears to use separately managed accounts as a core vehicle alongside pooled mutual fund exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices