Long Run Investment Management, LLC

Long Run Investment Management serves individual investors as well as pension and profit‑sharing plans, trusts, estates, corporations and unaffiliated advisers, providing discretionary portfolio management, fixed‑fee financial planning, 529 asset management, and consulting services. The firm also offers company retirement plan monitoring and can act as a 3(21) or 3(28) ERISA fiduciary, providing investment policy statements, plan investment selection, cost reviews and participant education.

The firm implements portfolios using fundamental, charting and cyclical analysis within a Modern Portfolio Theory framework and asset‑allocation models, offering defined model families (Strategic Investment Portfolios and a smaller Wealth Accumulation model) that primarily use ETFs and mutual funds. Accounts are generally managed for the long term with periodic rebalancing, quarterly reporting, and the occasional tactical trade such as covered calls or short‑term adjustments when warranted.

Compared with many independent advisers, Long Run emphasizes pension consulting and formal retirement‑plan fiduciary services, a service line that is relatively uncommon among peers, and it operates a distinct 529 asset management program that accounts for state custodial limits on reporting and rebalancing (with reduced ongoing fees and specific minimums when not bundled with other services). The firm’s principal follows the CFA Institute code of ethics adopted by the firm and the practice also offers non‑financial business consulting (people/process/technology) in addition to traditional financial planning, operating at a boutique scale with under $10 million in discretionary assets.