Long Run Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Long Run Investment Management is a small, independent registered investment adviser that serves individual investors, trusts, estates and other business clients. The firm provides discretionary portfolio management using model strategic portfolios and offers modular financial planning and written consulting engagements on topics such as retirement planning, tax and estate issues, and educational funding.
The firm’s investment process combines fundamental, charting and cyclical analysis with Modern Portfolio Theory and asset-allocation frameworks, generally emphasizing longer-term holdings while allowing tactical adjustments when warranted. Accounts are reviewed and rebalanced periodically, and the firm supplements custodian records with its own account reporting and written analyses for clients.
Compared with many solo independent firms, Long Run offers consulting work that extends into company retirement and business process advice, and it provides business-oriented consulting services (people/process/technology) in addition to individual planning—services that are less common among peers. The owner adheres to the CFA Institute’s Code of Ethics, and the firm occasionally uses option overlays such as covered calls as part of its portfolio management toolkit.
Client services
Expertise
Fee options
Financial planning fixed fees, e.g., $450 for Asset Allocation Review, $1,700 for combined services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Consulting services $150/hour; Business consulting $100/hour
Account minimum: $250,000 Minimum fee: Minimum fee of $3,000 may apply Fee-only: Fixed fees for financial planning services: Asset Allocation Review $450; Consulting services $150/hour; Fixed fee $1,700 for combined three financial planning services
Main office
Long Grove IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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