NetworkยทFamily Office

Longwall Family Office

Unclaimed

๐Ÿ“ WESTPORT, CT

Family Officetechnologyfinancial services
www.longwallfamilyoffice.com/ โ†—

SEC CRD #801-127421

About

Portfolio Management Services | Longwall Family Office Call Us Contact Us Longwall Family Office Comprehensive Investment Management Longwall Family Office ( Longwall ) is an SEC-registered and independently-owned investment advisory firm founded in 2021. Our highly experienced investment professionals have spent the majority of their respective careers working as senior investment executives at leading institutional asset management firms. At Longwall, we understand that managing your finances can be a complex and challenging task. That's why we offer comprehensive financial services tailored to the needs of high-net-worth families and individuals. We work with our clients to develop long-term investment strategies that are designed to weather good markets and bad. Our comprehensive services include customized portfolio construction and management, risk management, and tax-aware assessments. Our team will simplify complex portfolios and work through multi-advisor environments so you can feel confident in your investments. With decades of experience from some of the most effective investment organizations in the world, we focus on reducing volatility and downside risk while maximizing after-tax performance. Above all else, we make sure to keep our clients informed about even the smallest detail and strive to ensure they have peace of mind. Our goal is to make sure you can sleep well at night knowing that your capital is in good hands. With our team, you can trust that we won'

Key Contact

DH

DOUGLAS HEDLEY

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (203) 209-2785

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AUM

$428M

Location

WESTPORT, CT

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