Reliant Investment Management, LLC

Reliant Investment Management, LLC is a registered investment advisor established in 2001 by Susan L. Huffman, John R. Huffman, and Lon M. Magness. The firm specializes in providing investment management and consulting services, with a focus on discretionary investment management. As of December 31, 2023, Reliant managed approximately $1.2 billion in client assets on a discretionary basis and around $11.9 million on a non-discretionary basis. The firm offers tailored investment portfolios consisting of stocks, bonds, mutual funds, and other securities, with services including asset allocation, risk assessment, and ongoing client consultations. Reliant's fee structure is primarily based on a percentage of client assets under management, with management fees ranging from 0.25% to 1.00% depending on the type of management. The firm may also charge fixed or hourly fees for specific services. Reliant does not accept performance-based fees and typically requires a minimum account balance of $500,000 for new clients, although this requirement may be waived at the firm's discretion. The firm's investment strategies include fundamental research, technical analysis, and economic analysis, with a focus on long-term security holdings. Reliant's professionals, including Susan L. Huffman, John R. Huffman, Lon M. Magness, and others, hold various professional designations such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). Reliant maintains a strict Code of Ethics and supervisory procedures to ensure compliance with industry standards and client interests.