Welcome to Longer Financial
Welcome to Longer Investments Incorporated, an investment advisor registered with the U.S. Securities and Exchange Commission since 1985. Longer Investments is also registered with the state securities commissions in Arkansas, Louisiana, Oklahoma, and Texas.
Our mission is to provide the expertise to manage the entire investment process for our clients. By recognizing our clients as partners in the process and providing them with access to their investment team, we ensure that goals are identified, concerns addressed, and results communicated accurately. Through long-term personal relationships, we facilitate solutions for our clients’ investment needs.
You can find information about our firm, including the professional backgrounds of the people who will serve you, the services we offer, and answers to frequently asked questions. Our clients have access to the portfolio section of the website, where they can view portfolio reports. Additionally, you can visit our articles section to read current commentary on topics of interest.
Choosing the right asset management firm is a serious decision.
With so many advisors to choose from, how can you know which would be best to meet your needs?
You’ll see we use words like trust, involvement, confidence, comfort, and, most important, service – dedicated, personal service. But, no matter how carefully we craft our message and try to anticipate your questions, we know that no website or brochure can convey the intangible qualities that make Longer Investments uniquely qualified to serve your needs. We hope to do that when we have the opportunity to talk with you in person.
In the meantime, we encourage you to review our material with care and thought. We have worked to make it clear and informative, detailing concepts such as our management of the investment process, our investment philosophy, and our professional staff – all designed to assist in your deliberations. We realize that this material is only the preliminary handshake before a real dialogue begins. It is our hope that after you read this, if we have not met, we soon will – and if we have already spent some time together, that it will serve as a reminder of what we can do for you. We look forward to a long and fruitful relationship.
History of Our Company
Longer Investments was founded by Elaine M. Longer in 1985 in Fayetteville, Arkansas. Before she established her own asset management firm, Longer was assistant vice president and investment officer for First National Bank of Fayetteville. In that position, she was responsible for trust accounts and the bank’s fixed-income portfolio.
After signing her first client, a local bank owned by its founding family since 1871, Longer rented office space on Center Street, just off the historic square in Fayetteville, Arkansas. Without the confidence, support and friendship of those who were willing to take a risk with a small, fledgling company, Longer Investments would not be where it is today.
In early 1987, Kim Cooper joined the company, and the first part-time student intern was hired through the University of Arkansas. Since that time, Longer Investments has grown to seven employees who serve clients’ investment needs. Our team of investment professionals now includes one Chartered Financial Analyst (CFA), an accountant, a client services manager, an executive administrator, a research analyst, and sufficient clerical staff to effect the smooth administration of business.
Longer Investments remained at the Center Street location for sixteen years. In June of 2001, Longer purchased the building at 9 N. West Avenue in Fayetteville, and the offices were relocated at that time.
Longer Investments has built its growth and reputation on a foundation of trust, service and results. We currently manage approximately $150 million in assets for clients throughout the United States.