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 decades of investment experience.  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 actively managing risk to reduce volatility.  We focus on projected returns rather than historic returns.  The goal is higher return with less risk – an 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 classes of stocks and bonds, and complement portfolios 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 strategies in private investments.
4. Conviction:  We believe in our approach – this is how we invest our own money.