Reliable. Independent. Efficient. Consistent. Committed.


  • Reliant is an SEC regulated Registered Investment Advisor
  • Independently owned  and managed by our principals
  • Not affiliated with any brokerage or other financial services firm
  • Compensated on a fee basis only;  receives no commissions
  • Firm inception dates to 1986

Experienced Professionals

  • Combined professional experience of over 125 years in managing conservative, high-quality portfolios
  • Team approach to strategic and investment decisions
  • Principals are frequent public speakers at conferences and seminars, and serve on numerous investment committees, including the State of Tennessee Consolidated Retirement Systems.  One Principal has served as an elected municipal official.

Assets Under Management

  • Discretionary assets under management exceed $950 million
  • Approximately 150 client relationships
  • Largest client relationship exceeds $100 million
  • Average client relationship of approximately $2.5 million