A complete list of active advisors currently associated with Lang Asset Management, Inc.

Warmer can help you find a great advisor at Lang Asset Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lang Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.