Investment Management

We work closely with our clients to create a clear understanding of how to produce an investment portfolio that meets their tolerance for risk and need for return, whether that return is for growth, income, or both.

In addition to more ‘traditional’ investment asset classes like stocks, bonds, and cash, we also introduce ‘non-traditional’ asset classes into client portfolios. Some examples are precious metals, real estate, long/short strategies, and foreign currencies. These asset classes have very different risk and return characteristics than stocks and bonds and can be used to further diversify an investment portfolio.

Paramount to the success of a client’s investment strategy is the expectation of results over a certain period of time. At Long Green Planning Group we make sure that a client's investment allocation and return expectations are realistic, achievable, and in line with their stated goals.