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Our Process

At Lanier, we believe that portfolios designed to deliver superior performance and lower correlation with the overall markets must decrease reliance on stocks and bonds and be complemented with a set of diversifying strategies and alternatives. One example of a common asset allocation that we see employed today consists of 60% domestic equities, 35% fixed income and 5% cash. Our typical investment solutions look dramatically different:

Each of our clients has a unique set of needs (based on age, risk tolerance, income need, etc.) and an asset allocation model designed specifically to meet those needs. Consequently, actual client investment models can and do vary from the allocation percentages listed above.