Lang Asset Management, Inc.

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.