Our Clients

SG Long & Company’s clients span a wide variety of individuals and institutions. The needs of a high net worth individual might differ broadly from a business owner looking to provide his/her employees with a 401(k) plan. Even within any particular client category, the individual needs of any particular person or institution are unique. Understanding those nuanced differences is what SG Long & Company’s experienced financial advisors specialize in.

Because our clients, and their needs, are not homogenous, at SG Long & Company there is no single type of recommended investment portfolio. The solutions our advisors look to provide are customized to meet the specific unique needs of each client — individual, business or institution.