Welcome to Lanier Asset Management, LLC

Lanier Asset Management is an independent Registered Investment Advisory firm with a mission: To Build Confidence and Security in Your Financial Future.  At Lanier, we deliver superior service and performance to our accredited investors as a result of four distinguishing elements:

1. People:  We are experienced and educated, with over 100 years of investment experience and degrees including doctorate, lawyer, MBA, CFA and CPA.  We are an independent firm, allowing us to provide objective advice with your best interests at the forefront.
2. Investment Philosophy:  We seek to smooth investment returns by utilizing our Multiple Asset Class Strategy (MACS).  We focus on projected returns rather than historic returns.  The goal is higher return with less risk – a truly unique investment philosophy that is similar to investment strategies used by the largest endowment funds including Yale and Harvard.
3. Investment Process:  We combine active and passive management in the traditional asset class of equities and complement it with diversifying strategies / alternatives that add significant value while reducing risk.  We have access to the largest and most successful hedge fund managers in the world – a truly distinguishing feature of our firm.  Equally important is our access to proven investment strategies in private investments – primarily in the Senior Living arena through our Lanier Senior Living Fund Series (LSLF).
4. Conviction:  We believe in our approach – this is how we invest our own money.