Spotlight on MNA Affiliate Member S.G.Long & Company
by Michael Stark, Investment Advisor
SG Long & Company was founded over 30 years ago by two entrepreneurs that decided to leave large corporate America to build a full service financial service brokerage that served the community and treated clients like family. While our company has grown over the past few decades, the values that inspired the concept of S.G. Long remain the driving forces behind day to day operations. Client relationships, top-tier investment management, and community awareness are the pillars of our firm. Based in Missoula, Montana, SG Long & Company is locally owned and operated and strives to make a positive impact in local and statewide communities.
SG Long and Company is a full service broker/dealer financial firm providing a complete suite of financial solutions for both individuals and institutions. These services include, but are not limited to, retirement, estate and business planning, life disability and long term care insurance, and advising of of 401(k), 403(b), TSA’s, pensions and profit sharing plans. A team of 18 full-time employees work diligently to meet each client’s needs.
SG Long’s affiliate company, SGL Investment Advisors, is a boutique investment firm that manages six custom portfolios, varying by risk tolerance. A research team of experienced professional money managers, located in-house, constructs strategies that focus on limiting downside risk and capturing competitive market upside. Their clients depend on them for their knowledge and expertise in providing appropriate, individually structured investment advice. After clarifying a client’s specific needs and goals, each portfolio is tailored to meet the client’s investing objectives and risk tolerance. This type of research and expertise is rare in the money management industry as layers of employees in large corporate firms make access to portfolio managers and analysts difficult if not impossible.
SGL Investment Advisors has extensive experience working with non-profit endowments throughout Montana. The needs of each organization are unique and diverse, and a personalized approach is required. We are familiar with the nuances inherent in the management of endowment funds, but also with providing counsel on Investment Policy Statement development, spending policy design, and organizational best processes regarding endowed funds.
For SG Long and Company, giving back to the community is critical to their mission and takes many forms; this could mean volunteering their time, monetary donations, product donations, fund-raising efforts or serving on local non-profit boards. The group also makes an effort to support local events and organizations by encouraging all of their employees to attend, participate and connect with the community in ways that are meaningful to each individual. Some of the community events and causes SG Long and Company supports include the University of Montana John Ruffatto Business Plan Competition, Missoula Economic Partnership, Loyola Sacred Heart Foundation, Missoula Symphony in the Park, Montana Foodbank Network, Youth Homes, Partnership for Children, Greater Ravalli Foundation, Montana Meth Project, World Affairs Council, Missoula Community Chorus, Greek Orthodox Church, W.O.R.D., Providence St. Patrick Hospital Foundation, Missoula Children Theater, Habitat for Humanity, and Missoula Art Museum.
As S.G. Long and Company continues to grow, they remain committed to serving the Missoula Community and beyond with sound financial advice and trusted relationships. Through a process based on in-house, open collaborative communication and a team-oriented focus we maintain loyal dedication to our clients. We at S.G. Long & Company have the expertise, investment products and experience necessary to help you achieve your financial goals.