A complete list of active advisors currently associated with Long Game Financial, LLC
Warmer can help you find a great advisor at Long Game Financial, LLC or one who fits your needs even better.
Long Game Financial is a small, discretionary registered investment adviser that provides investment management and consulting to individuals, high-net-worth clients, trusts, and business entities. The firm’s advisory services cover a range of asset classes including equities, mutual funds, ETFs, fixed income, and strategies that may include covered options and margin where appropriate. The firm combines top‑down macro and sector analysis with bottom‑up fundamental research and manages portfolios with a deliberately concentrated approach focused on investments the firm describes as competitively advantaged, attractively valued, and managerially aligned (the “CAM” framework). Risk management is implemented through research, position‑sizing, tactical positioning, and ongoing monitoring and rebalancing under the firm’s discretionary authority. Noteworthy distinctions include the firm’s explicit use of borrowing (margin) in separately managed accounts and the use of covered‑option strategies, practices the brochure highlights as part of its investment toolset. The firm also calculates advisory fees on a per‑account basis rather than “householding” multiple accounts for fee breaks, a practice that can affect fee outcomes, and it operates with a two‑advisor team managing approximately $48 million on a discretionary basis.
To learn more about the advisors currently working at Long Game Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Longmeadow, MA
| 9
|
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