Lang Asset Management, Inc.
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About
Lang Asset Management serves both individual and institutional clients, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities and other U.S. and international institutions. The firm provides discretionary portfolio management and broad financial planning services, with planning offered without a formal written report.
The firm focuses on low-cost, well-diversified portfolios with an emphasis on high-quality fixed income and equities, using a fundamental long-term buy-and-hold approach for bonds and periodic rebalancing. Investment decision-making draws on fundamental and technical analysis, with securities reviewed daily and account reviews performed weekly or more frequently as market conditions dictate.
Distinctive features include a long-tenured principal who is a CFA charterholder and the firm’s relatively small scale—managing approximately $20 million for about 60 clients—while still serving institutional accounts. The firm limits its product set (excluding options, variable annuities, commercial paper and partnerships), emphasizes purchasing initially high-rated fixed income securities, and maintains documented cybersecurity and off-site backup practices; it also offers planning services free of charge but does not produce formal planning reports.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.60% annually $1,000,001 - $10,000,000: 0.50% annually
Account minimum: $300,000 Minimum fee: $1,800 minimum annual account fee Fee-only: Asset-based fees as per tiered schedules, no commissions charged
Main office
Indian Harbour Beach FL
Advisors at this office
2
Most active in
Florida · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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