LONGVIEW, INC.

Overview

Longview, Inc. is an independent registered investment adviser serving individuals and families, plus a number of small-business clients. The firm combines financial planning with portfolio management and charges clients on a percentage-of-AUM basis as well as through hourly fees for advisory work. Longview shows a clear preference for equity-oriented solutions: exchange-traded equities represent the single largest slice of assets under management, and the firm lists equities as its dominant preference on regulatory filings. Longview operates as a boutique adviser rather than a multi-state or institutional consultant. The firm does not position itself as a capital allocator; instead it builds client portfolios using mutual funds, exchange-traded products and selectively allocated alternative fund strategies. Environmental, social and governance (ESG) investing is not identified as a central focus.

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Public Holdings

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Location & Offices