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.  Long Lake works 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, Long Lake has a commitment to provide objective advice, putting the interest of clients first. 

Fee Transparency
Long Lake is a fee-only advisor and does not use commission-based financial products. Unless requested by clients, Long Lake does not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Our custodian, Charles Schwab generally does not charge trading commissions. Schwab's commission guide can be found here: https://www.schwab.com/pricing
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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 $500,000.00 in total household (i.e. all accounts under Long Lake's management must total to at least $500,000) 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.
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