A complete list of active advisors currently associated with Longview, Inc.
Warmer can help you find a great advisor at Longview, Inc. or one who fits your needs even better.
LongView, Inc. provides discretionary investment management and modular financial planning to individual clients as well as trusts, estates, pension and profit-sharing plans, and small business entities. The firm tailors advice to each client’s stated objectives and risk tolerance and offers ongoing monitoring and rebalancing of portfolios. Its investment process relies on a mix of fundamental, technical and cyclical analysis and can include both long- and short-term positions; suitability information is collected at onboarding to guide portfolio construction under discretionary authority. Custody and trade execution are typically arranged through an institutional broker-dealer relationship, and the firm discloses that it does not aggregate multiple client orders into block trades, which can lead to different execution prices across accounts. Noteworthy operational features include providing financial planning on an hourly basis and occasionally performing pro bono work, and combining household accounts for advisory arrangements. Persons associated with the firm are licensed to sell insurance and may receive separate commission-based compensation for insurance products, and the firm does not vote client proxies on clients’ behalf.
To learn more about the advisors currently working at Longview, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Longwood, FL
| 38
|
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