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Julie K

CFA®

Indian Harbour Beach, FL

Lang Asset Management, Inc.

Julie Kirkpatrick is a CFA charterholder and principal at Lang Asset Management, Inc., where she has worked since 1990. She has 22 years of industry experience and is based in Indian Harbour Beach, Florida. Lang Asset Management serves individual and institutional clients, including high-net-worth individuals and various organizations, providing discretionary portfolio management and financial planning services. The firm employs a fundamental long-term buy-and-hold investment approach focused on low-cost, well-diversified portfolios with an emphasis on high-quality fixed income and equities.

Wealth management Passive / index investing General tax planning
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Robert L

CFA®, Series 65

Indian Harbour Beach, FL

Lang Asset Management, Inc.

Robert Lang is the principal of Lang Asset Management, Inc. in Indian Harbour Beach, FL, holding the CFA® designation and Series 65 license with 22 years of industry experience. He has been with Lang Asset Management since 1990. Lang Asset Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and nonprofit organizations. The firm emphasizes low-cost, well-diversified portfolios focused on high-quality fixed income and equities, using a fundamental long-term buy-and-hold strategy combined with regular portfolio reviews.

Wealth management Passive / index investing General tax planning
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