One part of the investment universe is like a forest.
One of the LFC ways is looking for those companies that have the gene and environment to grow big.
Long Faith Capital
Overview of Services
LFC does NOT earn commissions from selling insurance or investment products from third-parties. We are a pure fee-based investment advisor. By law, an investment advisor is a fiduciary of clients (rather than an agent), which requires LFC put clients’ interest before LFC’s own interest.
Different than most investment advisors, LFC focus more business on portfolio management than financial planning. We help clients improve return on their assets by optimizing asset allocation, finding appropriate investment opportunities based on their risk tolerance and financial situation.
Separate Account Management
We monitor clients’ brokerage accounts, traditional IRA, Roth RIA, 401(k), 403(b), 457 and other investment accounts frequently and optimize their portfolio to enhance their investment return while considering their age, risk tolerance, and overall financial situation..
Our management fees are based on a percentage of total assets under our management (asset-based) and/or based on the performance of the assets (Performance-based).
Private Fund
To meet the needs of some clients, LFC also has the option of investing in a private fund.
A fund is a pooled investment vehicle that can provide more flexibility for investors, be more efficient to manage but with more regulatory requirements.
Hourly Services
In this option, we review clients’ investment accounts including traditional IRA, Roth RIA, 401(k), 403(b), 457, brokerage accounts and other investment accounts at appointed time and optimize their portfolio to enhance their investment return while considering their age, risk tolerance, and overall financial situation.
Our fees are based on hourly rate and the time spent.
Safety of Your Money
If you choose the separate account management option, no matter you use Interactive Brokers, TIAA or other brokers, the broker and you can authorize LFC limited access only to your account. That means LFC can only withdraw quarterly fee based on the advisor contract and trade securities on behalf of you. LFC will not have the access to withdraw or transfer money from your account.
If you choose to invest in the LFC fund, we will send you original quarterly report, clients can also elect representative to log in and check fund account randomly. We will also provide annual auditing report by a third-party as required by regulations.
To learn more details about our services, please contact us following the contact information at the bottom.