Portfolio Customization
Long Lake Capital Management, LLC “Long Lake” is a Registered Investment Advisor (RIA), focused on designing and managing investment portfolios for individuals and institutions.  We work closely with clients to develop a deep understanding of your unique needs, objectives, and asset allocation preference. Long Lake offers customized solutions designed to achieve each client’s specific portfolio goals.

Fiduciary Standards
Long Lake is held to a Fiduciary Standard as a Registered Investment Advisory (RIA) firm.  As fiduciaries, we have a commitment to provide objective advice, putting the interest of our clients first. 

Fee Transparency
We are a fee only advisor and do not use commission-based financial products. Outside of Long Lake's annual management fee, the only other fees incurred by clients are typically trading commissions (usually $4.95/trade) assessed by our custodian, Charles Schwab & Co. Unless requested by clients, we do not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Charles Schwab & Co's commission schedule can be found here:  Schwab Pricing Guide - Jan. 2018
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Reasonable Minimum Investment Requirements
Unlike many firms, Long Lake takes a more inclusive view of minimum investment requirements as we believe professional management should not be limited exclusively to the ultra-wealthy. Our minimum investment requirement is $250,000.00 in total household assets.

Flexible Account Types
Long Lake manages a variety of different account types, including but not limited to:
  • 401K Rollovers
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Trust Accounts
  • Brokerage Accounts
  • Custodial Accounts​
  • International Brokerage Accounts
This website is a publication of Long Lake Capital Management, LLC "LLCM". The firm is registered as an investment adviser with the state of Michigan and only conducts business in states where it is properly registered, or is excluded or exempted from registration requirements. State of Michigan registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability.

Investing involves risks, including possible loss of principal. Short sales theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase. Investors should carefully consider their investment objectives, risks, charges and expenses before investing. The company's Form ADV, which contains more complete information about these, and other matters, should be read carefully before investing. To obtain the Form ADV, please call 248-712-6160 or visit http://www.adviserinfo.sec.gov/. 

Twitter Disclosure
​The information we post on Twitter represents current opinions and is subject to change without notice. Posts are provided for informational purposes only and should not be considered investment advice or a recommendation to invest in any particular security, strategy or investment product. Comments and opinions posted by our Twitter followers are the responsibility of the person, or entity, who posted them. LLCM does not adopt, endorse or guarantee the accuracy of content posted by others, and such content does not necessarily represent the views of LLCM or its management. We reserve the right to remove any post at any time and to block followers to the extent permitted by the website. All tweets are archived.
Copyright 2019, Long Lake Capital Management, LLC