Investment Management

LongView’s investment philosophy is to keep things simple.  We construct each portfolio based on your needs.  You guide everything we do and we always act in your best interest.  We are focused on getting you the best results possible.  This often means minimizing fees and taxes, choosing an efficient investment strategy and following our disciplined investment process.

LongView’s Key Investment Principles

• Develop a plan and stick with it for the long term.
• Keep it simple.
• Use efficient investment strategies.
• Disciplined process.
• Minimize fees.
• Minimize taxes.
• Results oriented.

LVIM Investment Principles