Broker Check

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 five distinguishing elements:

  1. Lanier is an independent fiduciary.  We are obligated to put your interests ahead of our own.
  2. Our philosophy is to balance risk and return, using thoughtful asset allocation models.  We believe that managing volatility and correlation are key to delivering superior performance.
  3. We focus on a core group of clients.  This allows us to develop custom solutions to fit your unique needs.
  4. We develop comprehensive financial plans for all our clients.
  5. We believe in aligning your interests with our own.  We charge a fair fee and only make more when you make more.


Our Firm

Lanier Asset Management is an independent fiduciary, putting your interests ahead of ours.  We believe in focusing our attention on a core group of clients, developing customized solutions for your unique needs.

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Our Approach

Our process combines active and passive management in traditional asset classes and complements them with alternatives and and private investments. 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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