Longstreet Advisors strives for superior long-term performance consistent with each client's objectives and tolerance for risk.

Our "bottom up" investment approach considers each investment opportunity on its own merits as well as its role in a diversified portfolio designed to meet each client's individual objectives.

Equity selection recognizes the importance of dividends for their role in providing current income, growth of income and stability for client accounts.
We manage client accounts to accommodate a range of needs including capital appreciation, income and capital preservation.

Elements of our investment process include development of an investment plan for each client, regular portfolio reviews and rebalancing and tax management.

Progress is appraised through monthly portfolio statements from your custodian, quarterly reports from LSA, annual tax reporting and ongoing client conversations and meetings.

7272 WISCONSIN AVENUE SUITE 300 | BETHESDA MD 20814 | PHONE: 301.941.1945 | FAX: 301-941.1962