Our business is dedicated to the preservation of your capital while providing attractive returns. Regardless of the investment chosen, all accounts are individually managed allowing for customization and transparency. We offer three investment products with each providing different levels of risk. Our most conservative approach, which we recommend for retirement savings, is our Enhanced Premium Income Fixed Investment. This product invests solely in AAA and AA bonds, either Corporate or Municipal, maturing within 5 to 6 years. These high quality, short-maturity bonds help eliminate the risk of price declines associated with rising interest rates and default risk due to their superb credit quality. Our Balanced Investment is a mixture of the high-quality bonds discussed above and a predetermined percentage of well-diversified, high-quality stocks. The Smart Bear Balanced Investment is for the more aggressive investor, with 85% of the portfolio invested in the same high-quality bonds with an additional 15% investment in stocks that perform well in a declining equity market. Each portfolio offers diversification, liquidity, and complete transparency. There are no lock-up periods.
We are concerned about high debt levels throughout the economy, and its impact of increasing risk for most investments. Because of this concern we have invested the majority of our client's assets in low-risk fixed income securities. None of our clients participated in the large market declines experienced over the past two decades, but instead they have slowly built wealth using this conservative approach. We are humbled to have the responsibility to invest your valuable assets and have dedicated our working lives to this cause.
Lang Asset Management started in 1990 in Atlanta, Georgia by Julie Kirkpatrick and her father Robert Lang. Robert retired in 2017, and at that time Julie moved the business to Indialantic, Florida. Formerly Vice President with another asset management firm, Julie also worked for a major brokerage firm and investment consulting company. Julie is a graduate of the University of Georgia with a degree in Business Administration majoring in Finance. She has earned the Chartered Financial Analyst (C.F.A.) and Certified Financial Planning designations.
"Let's Make Sure"
Let 's make sure that your portfolio meets your needs. We are glad to review your investment portfolio without charge or obligation.
Call, email or come see us. We look forward to answering questions about are company and products that we hope fit your investment needs. We look forward to working with you.
105 S Riverside Drive, Suite 200, Indialantic, FL 32903
Monday - Friday 8:30 - 4:00
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