Long Run Investment Management LLC






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Why Choose Us

  Long Run Investment Management LLC. provides fee-based investment advisory services. We develop investment programs based on each individual client’s needs. We use proprietary asset allocation models to manage risk, and investments are selected based on fundamental analysis. Portfolios are managed on a discretionary basis, dependent on each client’s objectives and risk parameters.
Why Are We Different?

We provide the level of investment services most suitable for each client.
We work closely with you to ensure your investment objectives are defined and met.
We are a small firm with big resources.  We have partnered with firms such as Morningstar and TDAmeritrade to give you world class service.
We are not influenced with what products large Wall Street firms are pushing. This means you receive highly personal advice. Unlike big Wall Street brokerages, our intent is not to have hundreds of clients per advisor.
We are are trained in both financial planning and investment management, not just one or the other.
We have more flexibility, freedom and independence to offer you the best advice and services in the investment industry.
We are not tied to certain fund families and fund classes. Since we are fee-only, we can give unbiased advice regarding all investments, including insurance products.
We are a Registered Investment Advisor. You can be assured that we will always act in your best interest and fully disclose all potential conflicts of interest.


Investing for the Long Run Retirement AnalysisWho We Are


Long Run Investment Management LLC was founded by Gregory W. Smith, CFA, CFP®.


After seeing a need for independent, fee-only financial advice with extensive investment experience, Greg founded his company to pursue his passion of helping others achieve their lifetime goals.


Before starting The Long Run, Greg worked for several large financial institutions. He held various senior level positions at Bank of America, including Director of Technology for BofA’s subsidiary Trade Street Investment Advisors, a $200 billion investment firm. He was also an assistant director at American Century. Most recently, he worked for Morningstar, the leading independent research and ratings firm. Greg has a Bachelors of Science in Finance from the University of Akron. Greg holds the Chartered Financial Analyst designation (CFA), which denotes individuals who have successfully passed three rigorous examinations in the areas of ethics, capital markets, investment analysis, portfolio management, statistics, and economics. Greg is also a Certified Financial Planner (CFP®) practitioner, which also gives him background in estate planning, taxation, and retirement planning.


Greg is an avid runner and races distances from 1 to 100 miles. He incorporates much of the same discipline in long distance running and competitive racing — commitment to a goal, consistency, patience and persistence through tough times into his business practice.


Who We Serve

Long Run Investment Management services the Chicagoland area, including Long Grove, Lincolnshire, Kildeer, Buffalo Grove, Lake Zurich, Hawthorn Woods, Vernon Hills, Palatine, Libertyville, Mundelein, Arlington Heights, Schaumberg, and Barrington. We service all aspects of Retirement Planning, Financial Planning, Investment Management.

Investing for The Long Run


Copyright © 2011 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.