A complete list of active advisors currently associated with Long River Investment Management LLC

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Long River provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, trusts, foundations, corporations, and certain institutional clients. Portfolios are managed under two primary approaches — a concentrated, high‑conviction equity strategy and an ETF‑based, globally diversified strategy — with allocations tailored to client risk tolerance and goals. The firm’s investment process is fundamentally oriented, seeking companies at a discount to conservatively estimated intrinsic value and favoring long‑term, tax‑efficient ownership with generally low turnover. It maintains a research library and a mosaic research approach, dynamically shifting between its concentrated equity and ETF strategies and often using Berkshire Hathaway as a U.S. index substitute for cost and private‑equity exposure. Noteworthy for an independent advisor of its size, the firm provides supplementary annual performance reports and advertises performance results, and it accepts corporate and institutional clients in addition to individual and family accounts. Management is led by the firm’s principal (with attendant key‑person risk disclosed in the brochure), and the firm does not accept commissions or sell commissioned products.

To learn more about the advisors currently working at Long River Investment Management 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.