Long View Financial Services, Inc

Overview

Long View Financial Services, Inc. is a small, owner-operated advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Investment activity centers on using pooled public funds and mutual funds as the core of client portfolios, while supplementing those core exposures with allocations to alternative strategies—primarily real estate, commodities, REITs and oil & gas—when they fit a client’s objectives. Long View Financial Services, Inc. does not position itself as an ESG-driven adviser and it does not present as a multi-state or pension consultant firm. Manager selection appears to favor third-party external fund managers for alternative exposure rather than direct operating investments. For tax, risk and liquidity management, the firm also uses annuities and mutual funds to round out income and diversification needs for its client base.

Assets & Accounts

Investments & Alternatives

Location & Offices