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longfellow investment management co. llc

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longfellow investment management co. llcboston, MA

Additional Information

Longfellow Investment Management is a majority employee- and women-owned investment management firm serving institutional investors since 1986. The firm provides customized investment solutions utilizing deep fundamental analysis with a focus on minimizing portfolio volatility to achieve long-term returns.

Certified Women's Business Enterprise (Center for Women & Enterprise, since 2010)

Specializes in

Portfolio volatility minimizationRisk-adjusted returnsSustainable investmentInstitutional investor solutions

Services

Fixed income strategiesEquity strategies (value, growth, and customized)Absolute return strategiesAlternative strategiesCustomized investment solutions

Established 1986 · Serving Boston

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 617-695-3504

Website: https://www.longfellowim.com

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How much does a financial advisor cost in boston?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.