Most financial services firms exist to sell products.  LongRun Capital was created to serve the needs of our clients based on the following principles.

Trust:  Clients rely on our capabilities and strength of character.  We work diligently to create clear agendas, maintain open communication, earn their confidence, and respond to changing needs.

Independence and Objectivity:  We are not subject to the control or influence of anyone but our clients.  We operate on the facts, without the distortions of hidden incentives or institutional bias.

Intelligence:  Intelligent investing is a systematic approach combining rigorous research, proven strategies, a full array of investment alternatives, and a careful assessment of client needs and risk tolerance.  Intelligent investing brings institutional quality results to individual investors.

Integrity:  By regulation, we have a fiduciary duty to put our clients first.  Client fees are 100% of our revenue and we will never recommend any action or investment that might conflict with a client’s best interests.

Discipline:  Our investment strategies are intelligently structured, long-term and sometimes contrarian.  One of our duties to clients is to help them achieve their objectives by exercising restraint over potentially harmful emotions, impulses and distractions.

Client-focus:  We are dedicated to forging relationships that meet the needs and achieve the objectives of our clients with a long-term approach built upon enduring values.