A complete list of active advisors currently associated with Longview Investment Management LLC

Warmer can help you find a great advisor at Longview Investment Management LLC or one who fits your needs even better.

LongView Investment Management LLC is a state‑registered independent advisory firm that manages roughly $8.47 million in discretionary assets for a small client base of individuals, high‑net‑worth clients, charitable organizations, and corporations. The firm offers discretionary investment management alongside project‑based and comprehensive financial planning, covering areas such as retirement planning, tax considerations, estate planning, and business planning. The firm builds client‑specific investment policy statements and generally implements portfolios using Modern Portfolio Theory with a primary emphasis on passive instruments (index mutual funds and ETFs), while also using fundamental and cyclical analysis as secondary inputs. Accounts are managed on a discretionary basis with regular (quarterly) reviews; the firm aggregates trades for block execution and maintains custodial relationships with mainstream custodians. A notable difference from many solo independent advisers is that LongView also provides portfolio management to institutional clients (charitable organizations and corporations), a service relatively uncommon among peers. The firm’s principal holds an MBA and the CFA charter and brings prior institutional investment experience, and the advisory offering includes flexible planning engagement structures from fixed project fees to ongoing monthly plans, with no stated account minimum.

To learn more about the advisors currently working at Longview Investment Management LLC, 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
Jason Williams	Omaha, NE	7

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