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Lanier Asset Management, LLC jobs and careers

United States

About Lanier Asset Management, LLC

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

Founded
2009
Employees
1 to 10
Headquarters
United States

Leadership

The top of Lanier Asset Management, LLC's org chart, with how many people report into each leader.

MH

Mark Hoffman

CEO, Principal

Jobs at Lanier Asset Management, LLC

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