Longbow Asset Management

Overview

Longbow Asset Management is an independent, fee-only registered investment advisory firm based in Tulsa, Oklahoma, specializing in building separately managed accounts for clients. The firm offers investment management services for individuals, families, small business retirement plans, and non-profit organizations. As a fee-only advisor, Longbow has a fiduciary responsibility to act in clients' best interests, without accepting compensation based on product sales, thereby reducing inherent conflicts of interest and providing more comprehensive advice. The firm's investment approach combines fundamental market research to identify attractively priced securities with diversification across economic sectors to mitigate risk. Longbow predominantly invests in individual securities, including common stocks, REITs, master limited partnerships, preferred stocks, corporate bonds, government bonds, and municipal bonds. In certain cases, low-cost, commission-free exchange-traded funds (ETFs) are utilized for efficient exposure. Active and disciplined tax planning is also employed to reduce clients' tax liabilities. Founded in 2003 by Dwight Bottomley and Michael J. (Jake) Dollarhide, Longbow Asset Management has grown to manage over $120 million in assets across 456 accounts. The firm charges a standard annual fee rate of 1%, which is negotiable, and billing is typically quarterly for households with over $250,000 in assets and semi-annually for those with less. The minimum account size to open an account with Longbow is $250,000, although this may be waived under certain circumstances. The firm's principals, Dollarhide and Bottomley, oversee account reviews and client communications, ensuring transparency and client-focused service.

Investment Focus

• Minimum account size: $250,000 (may be waived under certain circumstances)
• Standard annual fee rate: 1% (negotiable)
• Billing: Quarterly for accounts over $250,000; Semi-annually for accounts under $250,000

Portfolio Companies