Longview Investment Management LLC

Overview

Longview Investment Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based wealth management for individuals and families, and it also provides portfolio management for small businesses and institutional/business clients. Core advisory services include financial planning and discretionary portfolio management; the firm charges a mix of percentage-of-assets and fixed fees. Longview does not position itself as an allocator to outside alternative managers and is not an active ESG investor. Investment posture is straightforward and conservative: the firm primarily implements portfolios using public fund vehicles rather than direct stock selection or significant private/alternative exposure. Management is discretionary across the client base, and the firm’s practices emphasize mutual fund and public fund allocations as the main building blocks of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices