The Company

Alliant Capital Management LLC represents a dedication to:

  • Providing quality investment management with exceptional personal service
  • Delivering our service with the highest ethical standards
  • Continuous self-evaluation to improve the clients’ experience

At Alliant, we focus on one very important segment of our clients’ lives – their investments.  We take a holistic, objective, team-oriented approach, while clearly separating our role and responsibilities from other professionals that serve our clients.

The Founder

Alliant was founded in 2007 by Tom Lear, Jr., CFA. Prior to founding Alliant, Tom managed investments for individuals and institutions on a discretionary basis for over a decade. His client management experience ranges from those with multi-million dollar portfolios to those beginning to accumulate wealth. Tom holds a BBA degree with a finance concentration from the University of Notre Dame.

For information on what the CFA designation represents, please visit www.cfainstitute.org.