Auchincloss and Lawrence INC.

Auchincloss and Lawrence, Inc. operates as a solicitor firm, connecting individual clients, including high net worth individuals, with other independent registered investment advisers such as Capital Counsel LLC. Auchincloss and Lawrence does not directly manage client portfolios, provide investment advice, or have discretionary authority over accounts. Instead, the firm evaluates prospective clients' needs and matches them with an appropriate external money manager. Clients referred through this arrangement sign an advisory agreement directly with the independent registered investment adviser, who handles all ongoing portfolio management and account supervision. Auchincloss and Lawrence is compensated through referral fees paid directly by the independent investment adviser rather than the client, meaning referred clients do not pay higher fees than they would otherwise. The firm is owned by Linda Schatten, who also works as a staff accountant at an affiliated accounting firm.