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Lang opens your account with a Third-Party Brokerage Firm. They will be the custodian of your assets with an account set up in your name. We have no monetary arrangement with any Third-Party Brokerage Firms.
Our two-page contract authorizes Lang Asset Management to invest on your behalf based on a mutually agreed upon Statement of Investment Objectives.
View your portfolio 24/7 through the broker's website. Know exactly what investments you own. This offers complete transparency. All securities are highly liquid, and there are no lock-up periods or withdrawal fees.
We are proud of the personal attention and excellent service we provide to our clients. Each client has direct access to Julie Kirkpatrick, who manages the portfolios. The portfolio is reviewed every day. Each account is reconciled to the penny daily. Income can be tailored to your needs.
All investment decisions are made by Julie, and each client has direct access at any time.
"Let's Make Sure"
Let 's make sure that your retirement 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 wealth management and explain how our investment style provides safety and growth.
Lang Asset Management Inc. is an Independent Registered Investment Advisor, specializing in investment management since 1990.
We strive for Stability, Liquidity, Transparency and outstanding Client Service.
Copyright © 2021 Lang Asset Management - All Rights Reserved.
125 Martin Street
Indian Harbour, FL 32937