Johnson Lane™ Advisors, LLC

our practice serves clients by developing plans to achieve clients’ goals with active management of risk. we insist on diversification of client assets across asset classes to the extent possible within the individual client portfolio, and we hedge risk where identified with portfolio strategies and insurance. using our base of knowledge and experience, we develop plans that strive for tax efficiency to shape the desired estate legacy in consultation with our clients’ other counselors and with independent accountants and attorneys whom we have chosen for expertise. we monitor performance of the plans we have developed and recommend adjustments as changes in risk or client situation warrant. our clients receive regular reports from our independent securities and trust custodians as to portfolios and performance. our clients have access to their accounts online through national financial, a fidelity investments company.