Longboard Wealth Management

Longboard Asset Management, LP (“Longboard”) is registered as an investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Longboard may only transact business in states where it is properly registered, notice-filed, or otherwise exempt from registration requirements.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. The information on this site is general in nature and does not constitute personalized investment advice. You should consult a professional adviser before using any of the information, pursuing any of the investment ideas or implementing any of the strategies presented. Any descriptions of investment strategies are provided for informational purposes only and may not be appropriate for all investors. While believed to be reliable, we do not guarantee its accuracy or completeness of such information. Our opinions reflect our judgment as of the date of publication and are subject to change.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.

Prospective clients can view the firm’s Form ADV and Part 2A Disclosure Brochure as filed with the SEC at https://adviserinfo.sec.gov/IAPD/Default.aspx or contact us for a copy. A copy of our Form CRS (Customer Relationship Summary) is available upon request or through the SEC’s website. Longboard may incorporate tax-aware investment strategies as part of its portfolio management services, including considerations such as tax efficiency, asset location, and tax-loss harvesting. However, these activities are performed at a general portfolio level and are not intended to constitute individualized tax advice. Longboard does not provide tax preparation services, legal interpretations of tax laws, or represent clients before the IRS or any taxing authority. Clients are encouraged to consult with their own tax professionals regarding their specific tax situations. There can be no assurance that any tax-aware strategy will achieve its intended results.

Images and photographs on this website are for illustrative purposes only. Any individuals depicted are not clients of the firm and their appearance should not be construed as an endorsement or testimonial regarding Longboard or its services. Please see our online privacy policy.‍