A complete list of active advisors currently associated with Long Run Investment Management, LLC
Warmer can help you find a great advisor at Long Run Investment Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Long Run 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.
Name |
Location |
Years of experience |
|---|---|---|
Long Grove, IL
| 14
|
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