A fact-based approach shaped by research and experience
We are the stewards of our clients' wealth, implementing an investment approach that is customized to their individual needs. We combine the best of both quantitative and fundamentally-based investment analysis. Read More
Our investment philosophy is grounded in decades of academic research and in our own market experience gained since the early 1980s. Our primary concern is your financial well being and peace of mind.
Understanding your specific needs is the first step towards a successful partnership and before beginning to invest we make sure we have grasped your key concerns and financial situation. Read More
The portfolio we design for you will reflect your specific goals, risk tolerance and investment horizon. These considerations will also inform the long term financial planning that we offer our clients at no extra charge. Client service is our top priority based on clear communication and frequent interaction. In depth reporting and responsiveness to your evolving circumstances are essential aspects of our service.
We are active managers, focused on asset allocation and security selection. Asset allocation is based on our analysis of macro-economic and market trends and the careful positioning of our portfolios to reflect these realities. Read More
The process by which we select the individual securities and mutual funds that make up our portfolios is meticulous. We believe the fund managers represented in our client portfolios are among the finest in the investment business. Our goal is to generate strong long-term returns while paying close attention to risk.
We believe that a solid investment plan and a disciplined approach are the single biggest factors in successful investing. We help our clients to remain focused on their goals and not to succumb to short term decisions based on media headlines or market volatility. Read More
Our investment approach is methodical, rational and prudent.
LongView is a fee-only advisor. We invest clients’ assets only in liquid, publicly-traded securities and no-load mutual funds. We do not invest directly in real estate, hedge funds or other private securities or partnerships. Read More
Our clients have 24 hour access to their accounts through the website of our custodian, Charles Schwab.