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LongView provides sustainable investing and wealth management services for individuals and institutions as well as teacher retirement plan solutions for schools and colleges.
Established in Santa Fe, New Mexico, in 2002 and serving clients around the country, our methodical approach, deep investment experience and close personal attention help clients achieve their goals and make informed financial decisions. As an independent Registered Investment Advisor and fiduciary, our clients' interests are our paramount concern.
LongView Asset Management grew out of its founders' common values and shared approach to investments and client relationships. From its beginning, our practice has been informed by transparency, discretion, patience and attention to our clients' individual needs.
- Wealth Management
- Financial Planning
- Custom Portfolio Design
- School and College Retirement Services
- Alignment with Values
- Environmental, Social,
Governance Criteria - Reduced Carbon Footprint
- Social Impact
