Reliant Investment Management

Reliant Investment Management LLC offers portfolio management and complimentary financial planning services intended for individuals, high‑net‑worth individuals, and charitable organizations, including the preparation of an Investment Policy Statement and ongoing portfolio monitoring. The firm’s brochure lists a range of investable vehicles it may use — mutual funds, fixed income, real estate funds (including REITs), insurance products and annuities, equities, ETFs (including precious‑metal ETFs), and non‑U.S. securities — yet it reported zero assets under management and no client accounts as of December 2024.

The firm states it employs both fundamental and quantitative analysis and implements long‑ and short‑term trading within discretionary and non‑discretionary mandates, using model allocations tailored to each client’s risk tolerance and goals. Reliant works with Brookstone Wealth Advisors as a TAMP and requires clients to custody assets at Schwab Institutional or Fidelity, arrangements the brochure notes can provide access to custodian research and other third‑party services.

A notable distinction is the firm’s affiliation with an insurance services business: an owner has an ownership interest in an insurance entity and supervised persons sell insurance products for which they receive commissions, a relationship the brochure discloses and addresses as a conflict of interest. Additional atypical features for a manager of this type include its recent formation (November 2022), a single designated reviewer for client accounts, and its current reporting of no AUM, which together create an operational profile different from more established peers.