Please contact us at:
910 Busch Parkway.,Suite #3
Buffalo Grove, IL 60089
847.478.3033
info@longruninvestments.com
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Long Run Investment Management
LLC. is a comprehensive
investment and financial planning
firm inspired by the principles of
discipline, patience, persistence,
and dedication. These principles,
also found in long distance running,
enable us to look at your overall
financial picture, taking a
disciplined, economically sound
approach for your investing.
Our firm is set apart from those
whose only tool is financial
planning. We are an investment
management firm that integrates
financial planning into wealth
management. As a contrast to a
planner who only does asset
allocation, our comprehensive
investment and financial services
offer a holistic approach to your
financial journey.
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As our name implies, we look at
The
Long Run in your overall financial
picture. Our comprehensive,
integrated financial planning and
investment management set us apart
from those who are solely financial
planners or those who profit from
steering you to a given investment. |
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We offer the following
services: |
 Integrated financial
planning and investment
management
– Mapping out
and understanding your
financial needs is the
foundation of solid
investment management. We
believe unless you have a
financial plan, you cannot
effectively manage your
investments.
Retirement Analysis
– Not only do we help
you decide if you can retire, but
what options are available as you
retire. We perform "what-if"
scenarios and calculate "best case"
and "worst case" scenarios based
upon proven statistical methods. We
review your current, and expected
lifestyle and give you an in-depth
analysis of what to expect.
Investment Review
– We review your
current portfolio utilizing our
SWOT technique. We will look at
your portfolio’s
Strengths
and
Weaknesses,
and examine the
Opportunities
and
Threats
comparing it with the market and
your risk tolerance.
Asset Allocation Review
– This custom
review, based upon your investment
objectives, examines your current
asset allocation. We will break down
your current portfolio in a detailed
analysis so you understand exactly
what you hold.
Third Party Investment Review
– We consider
this a "2nd
opinion"
review. We will present a written
commentary of the pros and cons of
another firm’s recommendations.
Company Retirement Monitoring
– On a
quarterly basis, we will review and
recommend what investments to make
and how to allocate your funds
within your 401(k) or other employer
retirement plan.
Sub-advisory Services
– This service is
available to those RIA firms who
perform only financial planning
services and want an outside source
to manage their clients’
investments.
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