Furlong Investment Solutions, LLC

Overview

Furlong Investment Solutions, LLC is a small, independent registered investment adviser organized as an LLC that concentrates client portfolios around publicly traded equities while providing financial planning and portfolio management for individuals, small businesses and institutional clients. The firm operates a fee model that includes asset-based fees, hourly charges and fixed-fee arrangements, and it manages discretionary mandates for the majority of its clients. Investment activity is equity‑centric: exchange‑traded equities are the primary implementation vehicle, supported by mutual funds and selective allocations to third‑party real estate strategies. The firm is not positioned as an ESG‑focused adviser and maintains a single‑office, boutique operating model with individualized service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices