Longbow Asset Management

Longbow Asset Management provides portfolio management and related advisory services to individuals and households (including high‑net‑worth clients), as well as trusts, retirement plans, endowments, and charitable and corporate accounts. As of December 31, 2025 the firm reported about $134.4 million in assets under management across roughly 132 client relationships and typically charges percentage‑of‑AUM fees with a $250,000 account minimum that may be waived.

The firm’s investment process is driven by fundamental analysis and seeks long‑term equity appreciation in established U.S. companies while employing a predominantly buy‑and‑hold approach for fixed income to address income and capital preservation objectives. Portfolios are tailored on an account‑by‑account basis, asset allocations are reviewed regularly, clients may impose investment restrictions, and the firm will use ETFs or mutual funds when deemed a more efficient implementation.

Distinctive disclosures in the brochure include a material key‑person concentration: the firm notes that a single principal conducts all advisory activity and identifies the resulting risk if that person becomes unavailable. The firm also highlights leadership experience in international institutional investing, formal adoption of the CFA Institute Code of Ethics, a policy against performance‑based and wrap fees, and the practice of occasionally executing trades outside a client’s custodian to seek superior execution, which can produce block‑trade allocations or account‑specific execution differences.