Colorado asset management
Asset management strategies for a disciplined investment approach
Personalized asset management strategies for you
Managed asset plans provide portfolio management overseen by experienced asset managers. For a fee, they make investment decisions on your behalf, using dynamic allocation across stocks, bonds, mutual funds, and suitable investments.
Each investment undergoes due diligence and stress testing before joining our lineup. These plans may suit investors who prefer professional oversight.
What our asset management services can include:
Fee-based management: Our primary goal is to provide you with confidence while proactively managing your portfolio as if it were our own. Our transparent, fee-based management program helps to ensure we are on the same team. Typically, you pay a quarterly percentage-based management fee, leaving the finer details to the professionals on our team. The advisory fee covers portfolio management and most trading activity within the program. Additional fees and expenses may apply depending on account holdings and services utilized.
Custom Strategies/Investment Selection: We source market research directly from trusted primary sources, collaborating with portfolio managers and fund companies to stay current on the best tools to build your portfolio.
Available Brokerage Accounts: If you’re an investor who prefers not to actively manage your investments and favors a “buy and hold” strategy, our tailored brokerage program meets your needs. You pay per transaction while still accessing our full suite of resources and services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
* In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement. Services rendered will be dependent on applicable agreements.-
Managed asset plans provide professional portfolio management through investment strategies overseen by experienced asset managers. These plans may include stocks, bonds, mutual funds, and other suitable investments selected and managed according to a client’s goals, risk tolerance, and broader financial plan.
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Asset management strategies are designed to guide how investments are selected, allocated, monitored, and adjusted over time. The goal is to create a disciplined portfolio approach that reflects market conditions, investment objectives, and the client’s long-term financial needs.
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Managed asset plans may suit investors who want professional oversight but do not have the time, experience, or desire to manage their own portfolios directly. They can also be useful for clients who prefer an investment process supported by due diligence, monitoring, and ongoing allocation decisions.
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Investments are generally evaluated through a due diligence process that may consider risk, performance history, suitability, market conditions, and how each investment fits within the broader portfolio. At Lang Investment Services, investments undergo review before being added to the lineup.
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Yes. Managed asset plans typically include fees for professional portfolio management and related services. Before moving forward, investors should understand how fees are structured, what services are included, and how the strategy aligns with their financial objectives.
Frequently asked questions
Get a clearer view of your investment strategy.
Connect with Lang Investment Services to discuss whether professional portfolio oversight may fit your goals, risk tolerance, and long-term plan.