Investments

Helping you achieve your goals

Whether you are looking to aggressively grow your portfolio, maximize income or protect your nest egg for you and your loved ones, MB Longland can deliver a portfolio designed to help you achieve your goal.

Our sister company, Valor Capital Management, and its investment team has curated a core strategic investment offering by bringing together some of the world’s largest institutional asset managers to construct portfolios with quality and cost-efficient investments across alpha, index and evidence-based factors to best meet your investment objectives.

Alpha Strategies

Delivering active management to attempt to outperform the benchmark.

Evidence Based Strategies

Tilting a portfolio towards asset classes proven to deliver outperformance.

Index Strategies

Low-cost, tax-efficient, broad market exposures strategies to capture market return.

Working with your personal financial advisor at MB Longland and going through The Bucket Plan® holistic planning process, we will educate you on the benefits and tradeoffs of each type of strategy to ensure that you are invested in a strategy that aligns with your best interest and investment objective. This cornerstone of education is part of our fiduciary commitment to deliver investment advice that ensures your needs are placed above all else.

The way you want to invest

In addition to our core strategic investment offering, you can work with your financial advisor to choose a portfolio personalized to your preferences.

From environmentally or socially conscious investments to portfolios designed to help protect from market volatility, the choice is yours.

A custom approach

We believe there is no one-size-fits-all solution when delivering investment advice. Whether you are approaching retirement and need an investment plan designed to provide reliable income or are in the accumulation phase of your life and focused on growing and maximizing your wealth, our financial advisors are here to help guide you into a custom approach to meet your needs.

In addition, our in-house investment management team and the Valor Capital Management team are consistently monitoring and evaluating our current offerings as well as new potential offerings to ensure our clients have innovative solutions to meet their investing needs. Whether it is leveraging the investment management teams at some of the world’s largest asset managers, such as Vanguard, BlackRock or Dimensional Fund Advisors, or partnering with boutique and niche managers through Valor, MB Longland is committed to equipping your advisor with investment solutions to deliver the results you expect.

Get Started

More than just investments, at MB Longland, we provide solutions to simplify and solve the complex challenges and opportunities that you face. Find an advisor to discuss your investments as part of a holistic financial plan, today.

A little more about us

15,000+

Customers Servied

12+

Years in Business

Don't take our word for it, Hear from our clients

We’re here to help you reach the retirement and financial goals you want. Here from some of our customers, and start planning for what comes next with a personalized plan.

Carmen Diaz

Very helpful and educational. Kept it simple and now I feel confident about my future and my children’s future. They tailored everything for my family and took my goals seriously. Hard to find people who truly care and do what they say! Highly recommend!!

Tasdeep Singh

Amazing to do business with TGE. It is a high quality business with honest and reliable people. They make everything very simple and straightforward.

Mary Earnest

They are knowledgeable, honest and will genuinely help/educate you on how to create wealth for you and your family.

Colette Baloney

Armo went beyond the call of duty to explain each product I was interested in. He sat with my entire family so that we all understood the value of insurance and most importantly he returns phone calls even on a Sunday!!

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Get in Touch

25 Town Center Blvd., Crestview Hills KY 41017

Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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