Adam Long

Adam is passionate about developing long standing relationships with his clients. He advises entrepreneurs, professionals, trustees, and retirees in various stages of life, but they all work closely with Adam to understand how best to preserve or grow their wealth.

Managing his clients’ wealth typically involves much more than asset allocation. Adam spends time developing a deep understanding of what’s important to his clients before investing their funds to help them achieve it. He also works closely with clients’ lawyers and accountants to reach optimal outcomes and has regular discussions with younger family members to engage the next generation.

Outside of work, he enjoys spending time with his young family, playing golf, and the occasional fitness challenge (marathon, Ironman triathlon).

Adam is a CFA Charterholder, is a Chartered Fellow of the CISI and has a degree in Economics.

He advises entrepreneurs, professionals, trustees, and retirees, in various stages of life but they all work closely with Adam to understand how best to preserve or grow their wealth.

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