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Long River Advisors Investment Management

Long

Committed to able and responsible investment management through a disciplined approach and grounded philosophy.

Is this resource a good fit for you?

If you are looking for a financial adviser.

Description

Our clients choose us because we share their view about what it takes to achieve financial success. Like us, they understand that the best advice is never based on the day-to-day ups and downs of financial markets. They agree that prudent decision-making isn't driven by emotion, but by following a steady path toward your goals.

Long River Advisors is a group of nine professionals responsible for more than $1 billion of client assets. The group is committed to able and responsible investment management through a disciplined approach and grounded philosophy. Our goal is to serve the client of complex needs with distinction and results. Our focus is defining and pursuing the financial objectives that are unique for the client -- from growth in capital to retirement planning to wealth transfer. For each client, we value the relationship and treat each decision as if it were for our own families.

Services

  • Speaker Series
  • Financial planning
  • Education planning
  • Long-term care planning
  • Estate planning
  • Wealth Planning Insights
  • Investment advisory programs
  • Traditional investments
  • Nontraditional investments
  • Insurance and annuities
  • UBS Legacy Today
  • Cash management
  • Securities backed lending
  • Mortgage
  • UBS credit and debit cards
  • Equity plans
  • Retirement Plan Consulting
  • Hedge fund managers
  • Personalized Executive Services
  • Institutional Consulting Group

Contact Info

Contact: Mike Ryan

Street: One State Street Suite 1600

City: Hartford

State: CT

Zip: 06103

Phone: 860-275-8022

Email: comments@ubs.com

Website: UBS Wealth Managment Americas

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