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Why Choose Us |
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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. |
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Why Are We Different? |
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We provide the
level of investment services most
suitable for each client. |
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We work closely with you to ensure your
investment objectives are defined and
met. |
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We are a small firm with big
resources. We have
partnered with
firms such as
Morningstar and
TDAmeritrade to
give you world
class service. |
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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. |
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We are are
trained in both financial planning and
investment management, not just one or
the other. |
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We
have more flexibility, freedom and
independence to offer you the best
advice and services in the investment
industry. |
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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.
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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.
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Who 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.
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Who We Serve
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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.
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