A complete list of active advisors currently associated with Long Faith Capital LLC

Warmer can help you find a great advisor at Long Faith Capital LLC or one who fits your needs even better.

Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and advises across equities, mutual funds, ETFs, fixed income, real estate funds, commodities and private placements. The adviser combines cyclical, fundamental, modern portfolio theory and quantitative analysis and generally pursues a long‑term trading approach while documenting risk tolerance and objectives in each client’s IPS. Services are offered on both a discretionary and non‑discretionary basis, and the brochure notes that a majority of the firm’s assets are managed non‑discretionarily at the time of reporting. Noteworthy features that distinguish the firm from many peers include the publication of subscription periodicals or newsletters that provide securities buy/sell advice and are referenced in the firm’s trade procedures. The firm also makes performance‑based fee arrangements available to eligible higher‑net‑worth clients and discloses specific conflict‑of‑interest safeguards (for example, batching orders and uniform limit‑order pricing) for accounts charged under different fee models.

To learn more about the advisors currently working at Long Faith Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.