Longitude Financial Planning

Overview

Longitude Financial Planning is a small, independent registered investment adviser that focuses on individual and family clients and offers a mix of financial planning and discretionary portfolio management. The firm bills using a combination of percentage-of-AUM, hourly, and fixed-fee arrangements, and it also provides educational seminars and assists clients with selecting outside advisers. Longitude identifies as a capital allocator and lists active ESG investing among its stated preferences, which suggests environmental, social and governance considerations are factored into portfolio construction and manager selection. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments, with a stated preference for equities. The firm also positions itself to access and allocate to alternative strategies — private equity, venture capital, hedge funds and real estate — and uses third‑party managers for those exposures. In addition to traditional securities, Longitude employs annuities and mutual funds as part of its toolkit and acts as a sponsor of limited partnership structures (excluding pooled investment vehicles) when appropriate.

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Location & Offices