Our Relationship with &Partners

Through our association with &Partners and Fidelity’s NFS*, we have access to industry-leading operational and back office administrative support. In addition, we are able to offer our clients a full-service platform with comprehensive wealth management strategies, including access to lending services, risk management and trust and estate planning services including access to lending services through affiliates.

Through our association with &Partners we offer a broad range of products and services**:

  • Investment, retirement and estate planning strategies
  • Stocks, bonds and mutual funds
  • Asset management accounts
  • Traditional and advisory portfolio management services
  • Access to lending services
  • Insurance and annuities
  • Wealth management service
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.

**Lang Investment group and &Partners are not a legal or tax advisor.  You should consult with your attorney, accountant and/or estate planner before taking any action.  Advisory programs may not be appropriate for all investors.