Longbow Asset Management

Longbow Asset Management, a registered investment adviser based in Tulsa, Oklahoma, was founded in September 2003 by Dwight Bottomley and Michael J. (Jake) Dollarhide. The firm specializes in developing customized investment strategies tailored to clients' financial goals, risk tolerance, and income needs. As of December 31, 2024, Longbow managed $131,426,670 in assets under management, with $122,596,129 on a discretionary basis and $8,830,541 on a non-discretionary basis. 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. Longbow does not participate in wrap-fee programs or accept performance-based fees. The firm's investment strategies include asset allocation, equity investments in U.S. companies, fixed income investments, and the use of ETFs and mutual funds for efficient exposure. Clients have discretion over their investments, with the firm accepting discretionary authority to manage client accounts. The minimum account size to open an account with Longbow is $250,000, although this may be waived under certain circumstances. The firm emphasizes fundamental analysis and risk management in its investment approach, with a focus on client customization and long-term capital appreciation. Clients are advised on the risks associated with investing in different asset classes, and the firm follows a strict Code of Ethics aligned with CFA Institute standards. Longbow does not receive compensation for the sale of securities or engage in directed brokerage arrangements. The firm's principals, Dollarhide and Bottomley, oversee account reviews and client communications, ensuring transparency and client-focused service.