Investing

Investing with Long Run Financial, Ltd

We use no-commission products in the construction of client portfolios. Investments include No-Load Mutual Funds, and Exchange Traded Funds. Each client’s investments are purchased and assembled into allocations in accordance with our Portfolio Models.

Individual portfolios are chosen based on a variety of factors including the client’s objective and risk tolerance. Allocations are adjusted annually based on market conditions and perceived market direction.

Scottrade® serves as the custodian for our client accounts. Scottrade’s low-cost trading fees assist us in minimizing expenses as we monitor and adjust our client’s portfolios on a quarterly basis.
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