Established 1990 Specializing in Low Risk Investing

About

What We Do

Our Premium Choice Fixed Investment we seek to provide the maximum level of safety for our client's assets in all market environments while providing attractive results with superior service. When working with retirement funds preserving principal demands we limit holdings to only the very highest quality. Historically AAA and AA bonds have been one of the safest investments.

Personnel Service - Client service second to none. Your portfolio is reviewed and balanced ever day.

Liquidity - No withdraw fees or lock up periods.

Customization - Customize your account to meet your income needs.

Diversity - We purchase individual bonds this allows us to by the amount, grade and type we seek. The typical portfolio holds 15-20 different bonds.

Lang Asset Management is family owned and has been in business for 29 years. We take pride in the service our clients receive, which includes effective communication, execution, and administration.

Smart Bear Balanced Investment is for the more aggressive investor, with 85% of the portfolio invested in the AAA and AA, short-maturity bonds with an additional 15% investment in Inverse ETF stocks that perform well in a declining equity market. Each portfolio offers diversification, liquidity, and complete transparency. There are no lock-up periods.

Why We Do It

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 as in municipal bonds and corporate bonds.

None of our risk averse 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 History

Lang Asset Management is an Independent Registered Investment Advisor started in 1990 in Atlanta, Georgia. In 2017 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 as a financial advisor.

Julie is a graduate of the University of Georgia with a degree in Business Administration majoring in Finance and has earned the Chartered Financial Analyst (CFA) and Certified Financial Planning designations.