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:
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. Investors need more than the traditional asset mix of stocks and bonds that served them well in the 80's, 90's and 00's.
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.
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.