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Gary William Lanzen
Direttore/Membro del Consiglio presso Alternative Strategies Fund
Posizioni attive di Gary William Lanzen
Società | Posizione | Inizio | Fine |
---|---|---|---|
Alternative Strategies Fund
![]() Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Direttore/Membro del Consiglio | 01/06/2010 | - |
Independent Dir/Board Member | 01/06/2010 | - | |
AdvisorOne Funds | Direttore/Membro del Consiglio | 01/01/2003 | - |
Northern Lights Fund Trust | Direttore/Membro del Consiglio | 01/01/2005 | - |
Northern Lights Variable Trust | Direttore/Membro del Consiglio | 01/01/2006 | - |
Storia della carriera di Gary William Lanzen
Precedenti posizioni note di Gary William Lanzen
Società | Posizione | Inizio | Fine |
---|---|---|---|
CLA Strategic Allocation Fund
![]() CLA Strategic Allocation Fund Investment Trusts/Mutual FundsMiscellaneous CLA Strategic Allocation Fund operates as a closed-end management investment company. The company was founded on August 5, 2013 and is headquartered in Las Vegas, NV. | Direttore/Membro del Consiglio | 01/01/2014 | 01/01/2015 |
Independent Dir/Board Member | 01/01/2014 | 01/01/2015 | |
SCA Absolute Return Fund
![]() SCA Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous SCA Absolute Return Fund is a closed-end investment fund/investment trust. The Fund's investment objective is to seek attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The Fund pursues its investment objective by investing primarily in private and publicly traded alternative investment funds and REITs. The company was founded on June 15, 2010 and is headquartered in Hauppauge, NY | Direttore/Membro del Consiglio | 24/08/2010 | 08/08/2012 |
SCA Directional Fund
![]() SCA Directional Fund Investment Trusts/Mutual FundsMiscellaneous SCA Directional Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company, that is operated as an interval fund. The Fund's investment objective is to generate returns similar to equities with less volatility than traditional equity markets. The company was founded on July 1, 2010 and is headquartered in Hauppauge, NY. | Direttore/Membro del Consiglio | 13/09/2010 | 08/08/2012 |
Mariner Wealth Advisors-Omaha LLC
![]() Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Direttore degli Investimenti | 01/06/2000 | 01/01/2012 |
Fondatore | 01/06/2000 | 01/01/2012 | |
Membro del Comitato di Investimento | 01/06/2000 | - | |
Gestore di Portafoglio-Azioni | 01/06/2000 | 01/01/2012 | |
Presidente | 01/06/2000 | 01/01/2012 | |
Orizon Group, Inc. | Fondatore | 01/01/2000 | 01/01/2006 |
Presidente | 01/01/2000 | 01/01/2006 | |
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Formazione di Gary William Lanzen
Faith Baptist Bible College & Theological Seminary | Undergraduate Degree |
Grace College & Seminary | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 15 |
Posizioni
Director/Board Member | 8 |
Founder | 2 |
Portfolio Manager-Equities | 2 |
Settori
Miscellaneous | 7 |
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 12 |
---|---|
AdvisorOne Funds | |
Great Lakes Small Cap Opportunity Fund | Miscellaneous |
Northern Lights Variable Trust | Miscellaneous |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, dba Mariner Wealth, is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). Mariner Wealth provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Alternative Strategies Fund
![]() Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Miscellaneous |
SCA Absolute Return Fund
![]() SCA Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous SCA Absolute Return Fund is a closed-end investment fund/investment trust. The Fund's investment objective is to seek attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The Fund pursues its investment objective by investing primarily in private and publicly traded alternative investment funds and REITs. The company was founded on June 15, 2010 and is headquartered in Hauppauge, NY | Miscellaneous |
SCA Directional Fund
![]() SCA Directional Fund Investment Trusts/Mutual FundsMiscellaneous SCA Directional Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company, that is operated as an interval fund. The Fund's investment objective is to generate returns similar to equities with less volatility than traditional equity markets. The company was founded on July 1, 2010 and is headquartered in Hauppauge, NY. | Miscellaneous |
CLA Strategic Allocation Fund
![]() CLA Strategic Allocation Fund Investment Trusts/Mutual FundsMiscellaneous CLA Strategic Allocation Fund operates as a closed-end management investment company. The company was founded on August 5, 2013 and is headquartered in Las Vegas, NV. | Miscellaneous |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Mariner Wealth Advisors-Omaha LLC
![]() Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
Northern Lights Fund Trust | |
Orizon Group, Inc. |
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