Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Longo is a financial professional registered with the state of Massachusetts as an Investment Advisor Representative and is affiliated with SCS Capital Management LLC. Kathleen Longo is a Certified Financial Planner. Kathleen Longo provides financial planning and investment management services to individuals and families, charitable organizations, pooled investment vehicles, and sovereign wealth funds.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
06/18/2019 - Present
SCS Capital Management LLC (BOSTON MA)
Active
Inactive
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