Our business is dedicated to the preservation of your assets while providing attractive returns. Regardless of the investment chosen, all accounts allow for customization and transparency.
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. Each account is reconciled in person every day to the penny.
We offer three investment products with each providing diversity and different levels of risk.
Premium Choice Fixed Investment is our most conservative approach, which we recommend for most Individual Savings and Retirement Savings. This product invests solely in AAA and AA , Corporate Bonds and/or Municipal Bonds, 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 Municipal Bonds and Corporate 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 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.
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 is an Independent Registered Investment Advisor started in 1990 in Atlanta, Georgia by Julie Kirkpatrick and her father Robert Lang. Robert retired in 2017, and 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.
Julie has earned the Chartered Financial Analyst (CFA) 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 meeting you and finding out if we fit your investment needs.
Lang Asset Management, Inc. is an independent money manager and a Registered Investment Advisor
105 S Riverside Drive, Suite 200, Indialantic, FL 32903
Monday - Friday 8:30 - 4:00
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Copyright © 2018 Lang Asset Management - All Rights Reserved.
105 S Riverside Drive, Suite 200
Indialantic, FL. 32903