Established 1990

Specializing in Low Risk Investing

 High Quality Investments

 Retirement And Individual Savings

 Excellent Client Services

 Stress Less Investing


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About

What We Do

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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

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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

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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. 

Our Partners

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Contact Us

"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    


Lang Asset Management

105 S Riverside Drive, Suite 200, Indialantic, FL 32903

Call Julie (321) 372-7888 jkirkpatrick@langasset.com

Hours

Monday - Friday 8:30 - 4:00

Appointment- Anytime

We Appreciate Your Business 

Email Julie

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