Long Run Investment Management LLC - Investing in the Long Run





Please contact us at:
910 Busch Parkway.,Suite #3
Buffalo Grove, IL 60089


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Long Run Investment Asset Allocation Review     Investing in the Long Run Company Retirement    

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.


Integrated finanancial planning and investment managaement
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.


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.

Investing for The Long Run


Copyright © 2013 Long Run Investment Management, LLC. All rights reserved.
This website is not intended to give financial advice.  Please request a copy of our Form ADV Part 2A for details about our advisory services and fees.