Why Lang Capital?

Download Our Latest Whitepaper

Retirement Packing Checklist:
What to Bring on
Your Ultimate Vacation

Fill out my online form.

Attend A Seminar
Would you like to
REDUCE
taxes and market volatility, and
MAXIMIZE
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

Learn More

Schedule a
Money Matters Review


Learn More



 Investment Committee

Dedicated to providing our clients with thoughtful and timely recommendations, founded in independent, third-party research and analysis.

In our commitment to establish and maintain a sound investment philosophy for our clients at Lang Capital, through our RIA division: Calibre Investment Management, LLC, we have vetted and retained a leading third-party institutional investment consultant to assist our investment committee in making portfolio decisions.

What does this mean for my investments?
In order to provide the leading expertise, analytical power and reporting capabilities that we believe our clients deserve, we have engaged Capital Market Consultants, Inc. (CMC) to provide us capital market and economic research that powers our investments. In general, CMC is tasked with the responsibility to assist Lang Capital in developing our high net worth investor investment programs. Specifically, CMC provides the following:

  • Asset allocation guidance
  • Model portfolio research
  • Investment policy guidance
  • Monthly client communications

Lang Capital’s investment committee consists of Pete Lang, president, and CMC’s management team, including three accredited economic and financial analysts. Together, they meet monthly to discuss current market conditions in order to keep a current and opportunistic investment policy for our clients.

Pete Lang

President
Lang Capital


As president of Lang Capital, Pete serves as our client’s “Investment CFO,” helping to integrate and advise on financial planning, investments, insurance, tax sheltering and estate planning needs. Each month, he meets with the investment committee at CMC to discuss changing economic and market conditions along with the fundamentals of current and potential holdings. With their guidance, Pete is able to make informed decisions to adapt or revise allocations as needed to dynamically work towards our clients’ investment goals.

Click here to Read More

Barry K. Mendelson, CIMA®
CEO, Senior Investment Analyst
Capital Market Consultants, INC. (CMC)


Barry serves as CEO and Senior Investment Analyst for CMC and has worked in the financial services industry for more than thirty-five years. He brings a wealth of practical management, business building, teaching and investment management consulting experiences to client engagements. He has spoken frequently at industry events over the years on subjects ranging from investment analysis, client profiling, money manager style analysis, investment consulting, advisor training and other topics. He is the author or co-author of a number of articles on various aspects of the practice of investment management consulting.

Click here to Read More

Tom Hansen, CFA
Senior Investment Analyst, Chief Compliance Officer
Capital Market Consultants, Inc. (CMC)


Tom serves as Senior Investment Analyst and Chief Compliance Officer at CMC. Tom’s primary responsibilities include investment manager research, portfolio modeling and asset allocation guidance among other services for institutional clients. Tom is also responsible for producing a number of the firm’s frequently updated research reports, which are distributed to advisors for use in their practices.

Tom has worked in financial services for more than twenty-two years. He brings a broad range of investment related experiences and skills to the firm. Prior to becoming part of the investment side of the financial business, Tom had ten years of experience in securities and advisory compliance.

Click here to Read More

Robert Cummisford, CFA

Chief Investment Officer, Senior Investment Analyst
Capital Market Consultants, INC. (CMC)


As Chief Investment Officer of CMC, Rob is responsible for leading the firm’s investment policy committee, which provides asset allocation, portfolio modeling, capital market assumptions and investment manager guidance to clients. Rob also conducts manager research on traditional long-only and alternative investments. He provides client service to a number of CMC institutional clients.

Click here to Read More

Abdur R. Chowdhury, Ph.D.

Chief Economist
Capital Market Consultants, Inc. (CMC)


Abdur serves as CMC’s Chief Economist and is primarily responsible for global economic analysis and forecasting including creating client communications like quarterly newsletters, monthly economic update reports, interpretive news alerts, monthly client conference calls and public speaking engagements for CMC clients. He is actively involved in the development of the firm’s forecasted capital market assumptions, and is a professor of economics in the College of Business Administration at Marquette University. Abdur also serves on the Chicago Federal Reserve Board’s Academic Advisory Council.

Click here to Read More

 

 

Have questions or concerns about your current investments? Click here to learn more about our Money Matters Review or contact us today!


Disclosure: Calibre Investment Management, LLC is a registered investment adviser. Calibre Investment Management, LLC and Capital Market Consultants, Inc. (CMC) are independent of each other. Calibre compensates CMC as a third party advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Calibre Investment Management, LLC does not provide tax or accounting advice. Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

 



Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.