Reliable portfolio management for individual and institutional investors.

Reliable portfolio management for individual and institutional investors

Reliant Investment Management is an independent investment advisor providing customized portfolio management and comprehensive financial planning based on personal relationships with each client.

 
 
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Our services

For Individuals
and Families

Through decades of life experience with individuals and their families, Reliant is a trusted advisor offering a uniquely informed, steady, and personalized approach to wealth management.
 

For Governments

 
Reliant specializes in the investment of funds held by local governments and public entities.
 

For Institutions

Reliant’s experience provides a unique perspective and deep understanding of the many considerations that influence the needs of the institutional clients we serve.

Experience you can trust.

 
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With an endless choice of investment products and advice, we want you to know what makes Reliant different.

Client-focused services

We evaluate every element of the investment process for the benefit of our clients, continually working to minimize taxes, control management and custody costs, and obtain excellent trade executions. We place the highest priority on being readily available, knowledgeable, accountable, timely, and confidential.

A PROFESSIONAL & EXPERIENCED TEAM

With a team approach benefiting from more than 160 years of combined experience in investing and portfolio management, Reliant has established a long-term track record of excellent risk-adjusted performance for individual, family, institutional, and governmental clients.

DISCIPLINED RISK CONTROL

Leveraging our internal research and independent analysis, we know exactly what our clients own and the risks involved. We strive to avoid unintended concentrations of risk and achieve precise, measurable diversification across asset classes and economic sectors.

TRUE PORTFOLIO MANAGERS

We believe in building traditional, diversified portfolios using individual securities and time-proven investment strategies. This customized approach is more cost efficient and more tax efficient, giving our clients greater liquidity, true transparency, and more flexibility to meet their specific objectives.

 
 
 

 Want to learn more about how Reliant can help you achieve your investment goals?

 
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