Lanier Asset Management, LLC

www.lanieram.com

Lanier Asset Management is an independent Registered Investment Advisory firm with a mission to build confidence and security in our clients’ financial future. Affiliated with the Bank of New York Mellon, the firm uses an open architecture investment structure to combine the best of proprietary and independent investment strategies. At Lanier, we deliver superior service and performance to our clients as a result of four key elements: 1. Our People: we are independent firm, providing objective advice from experienced investment professionals 2. Our Investment Philosophy: we seek to smooth investment returns, providing superior performance and lower correlation  Focus on projected returns rather than historic  “A Better Mouse Trap” – similar to largest U.S. endowments 3. Our Investment Process: we combine active and passive management in traditional asset classes, and complement them with diversifying strategies/alternatives 4. Our Conviction: we believe in our approach – this is how we invest our own money

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Lanier Asset Management is an independent Registered Investment Advisory firm with a mission to build confidence and security in our clients’ financial future. Affiliated with the Bank of New York Mellon, the firm uses an open architecture investment structure to combine the best of proprietary and independent investment strategies. At Lanier, we deliver superior service and performance to our clients as a result of four key elements: 1. Our People: we are independent firm, providing objective advice from experienced investment professionals 2. Our Investment Philosophy: we seek to smooth investment returns, providing superior performance and lower correlation  Focus on projected returns rather than historic  “A Better Mouse Trap” – similar to largest U.S. endowments 3. Our Investment Process: we combine active and passive management in traditional asset classes, and complement them with diversifying strategies/alternatives 4. Our Conviction: we believe in our approach – this is how we invest our own money

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Country

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State

Kentucky

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City (Headquarters)

Louisville

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer , Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Principal

    Email ****** @****.com
    Phone (***) ****-****

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