Lanier Asset Management, LLC Information

Lanier Asset Management is an independent Registered Investment Advisory firm founded in 2009 with a mission: To Build Confidence and Security in Your Financial Future. Lanier is focused on providing the highest quality service to a focused group of clients, where our interests are aligned and we are obligated to put your interests ahead of ours. Lanier is a fiduciary. A fiduciary is an organization that acts on behalf of another person, putting their clients' interests ahead of their own. Being a fiduciary requires being bound legally and ethically to act in your best interests. Most advisors are NOT fiduciaries. Lanier's interests are aligned with your interests. - We believe in earning a fair, transparent fee for our services - Our fees are asset-based: we only make more when you make more - We have no financial incentive for recommending any investment products - We take no commissions - We take no trails or back door fees - We focus on low cost, value-adding investment products Lanier focuses on a core group of clients. - We work with roughly 75 families - Our clients are highly intelligent, but not expert in investments - Our clients are highly successful, but also very busy with little or no time to manage/monitor their portfolios - Our clients recognize the value of dedicated professionals managing their risk holistically