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Welcome to Lanier Asset Management, LLC

Lanier Asset Management is an independent Registered Investment Advisory firm.  Our mission: To Build Confidence and Security in Your Financial Future. We use an open architecture investment structure to combine the best of proprietary and independent investment strategies. At Lanier, we deliver superior service and performance to our clients as a result of four distinguishing elements:

People:  we are an independent firm, providing objective advice from experienced investment professionals working in your best interests

Investment Philosophy:  we seek to smooth investment returns, providing superior investment performance and a significantly lower correlation to the overall market

  • Focus on projected returns rather than historic for all asset classes
  • Similar to the largest U.S. endowments

Investment Process:  we combine active and passive management in traditional asset classes and complement with diversifying strategies/ alternatives

Conviction:  we believe in our approach – this is how we invest our own money

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Our Philosophy

At Lanier Asset Management, we believe that achieving your financial goals will require an investment strategy that incorporates the realities of today’s investment landscape. The traditional asset mix of stocks, bonds and cash that served the investor well in the 1980s and 1990s will not deliver adequate results going forward.

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Our Process

Our process combines active and passive management in traditional asset classes and complements them with diversifying strategies / alternatives. Our approach is designed to improve long-term results while simultaneously reducing risk.

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Meet Our Team

Our team of seasoned professionals leverages decades of investment and customer service experience to help our clients build confidence and security in their financial future.

 

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