A complete list of active advisors currently associated with Longship Advisers, LLC

Warmer can help you find a great advisor at Longship Advisers, LLC or one who fits your needs even better.

Longship Advisers is an owner‑operated, state‑registered investment adviser that provides investment consulting to high‑net‑worth individuals and a variety of other clients. The firm recommends asset allocation, conducts manager and mutual fund searches, and proposes investment product candidates while monitoring selected third‑party managers on an ongoing basis. Longship’s relationship model is primarily consultative rather than directly discretionary: it develops investment plans and recommends managers, while selected third‑party managers typically implement and may be granted discretionary authority. The firm does not take custody of client assets or vote client proxies and provides quarterly account reviews and a regular market overview and strategy memo to clients. Noteworthy aspects include the firm’s very small scale — two advisors serving a handful of clients — and its owner‑operated structure with the principal engaged in other corporate and industry activities outside the advisory business. The firm’s reliance on recommending and monitoring third‑party managers (and the potential need for clients to sign separate agreements with those managers) and its role in organizing an annual nuclear‑decommissioning conference are atypical for peers in this category.

To learn more about the advisors currently working at Longship Advisers, 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.