Longfellow Investment Management | LIM | Boston

We believe that our emphasis on hiring talented, collegial, and civic-minded individuals with unique, yet complementary, skillsets helps discourage groupthink biases and ensure our decisions consider a wide range of perspectives. In our view, this dynamic is inherent in more effective organizations.

One of LIM’s core values is teamwork, whereby we foster a collaborative environment that encourages professional and personal development among individuals with a broad range of backgrounds and talents.

LIM employees formed a group in 2022 centered around our firm’s values. The group members represent all areas of the firm and focus their efforts on three pillars:

Advocate for the avoidance of groupthink, active engagement with external professional networks, participation in volunteering initiatives, and ongoing alignment with industry best practices.
Collaborate with our employees to achieve high levels of engagement by understanding areas of strength and improvement.
Educate our employees on the value of different perspectives.

Our core values

Integrity: We hold ourselves to the highest ethical standards.
Teamwork: We encourage, value, and expect collaboration. It is essential to our process.
Client centric: We focus on our clients’ best interests.

A legacy of charitable giving and volunteerism

Operating in an ethical manner. Hiring high-quality, civic-minded people. Maintaining an inclusive and equitable work environment. These are among the principles that have shaped the evolution of LIM. So has our dedication to our community.

We focus on supporting underserved and underrepresented groups in our local communities in the areas of education, equal opportunity, and health care through charitable giving and volunteering.

Charitable Giving

Each year, we ask employees to nominate nonprofit organizations whose missions align with our giving priorities. Our employees collectively select charities to receive donations from both employees and the firm as a whole.

Volunteering

An integral part of what makes LIM a good corporate citizen is our longstanding commitment to helping others in Greater Boston through volunteerism. Our employees leverage their leadership skills, experience, and values by volunteering their time and serving on committees and boards of local nonprofits, schools, and religious institutions.

According to the results of our 2023 Employee Volunteer Survey:

84%

of employees volunteer their time/resources to charitable organizations.

20%

of employees actively participate on nonprofit boards or investment committees.

22 hours

is the average time volunteered per employee each year.

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LIM Again Recognized as a Massachusetts Top 100 Women-Led Business

In 2024, LIM earned this honor for the third consecutive year. The list includes the top women business leaders “driving the Massachusetts economy” and is based on an algorithm that factors in revenue, diversity, innovation, and customer benefits.

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At LIM, we strive to preserve a collaborative environment enriched by the diverse backgrounds and perspectives of our employees.