A complete list of active advisors currently associated with Long Family Office

Warmer can help you find a great advisor at Long Family Office or one who fits your needs even better.

The firm provides investment advisory services to individuals, trusts, corporations and pension and profit-sharing plans, managing both discretionary and nondiscretionary accounts and reporting roughly $51 million in assets under management across a small client base. It delivers ongoing portfolio management on a percentage-of-assets basis and typically uses a major institutional custodian with quarterly reporting to clients. Its investment approach combines modern portfolio theory with fundamental, technical and cyclical analysis and charting, and portfolios are managed on an individualized basis with the ability for clients to impose investment restrictions. The brochure also describes comprehensive advice that can review a client’s securities, real estate, insurance and business interests and explicitly addresses the risks associated with digital asset investments. Noteworthy for a firm of this size, the adviser discloses an affiliation with an insurance company and explicitly includes insurance products in the scope of its advisory services, a relationship that is uncommon among peers. The firm also documents that a principal spends material time on business and exit planning through a separate entity and maintains written policies on conflicts of interest, insider trading, custody practices and proxy voting.

To learn more about the advisors currently working at Long Family Office, 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.