A complete list of active advisors currently associated with Longview Investment Management
Warmer can help you find a great advisor at Longview Investment Management or one who fits your needs even better.
Longview Investment Management, LLC is an independent, discretionary investment adviser that primarily provides portfolio management to individual and high-net-worth clients, managing approximately $73.3 million across 35 client accounts. The firm accepts individually managed accounts and typically requires a $1,000,000 minimum (subject to waiver) and does not participate in wrap fee programs. The firm’s investment approach is grounded in fundamental analysis of publicly traded North American equities, maintaining a research universe of about 100 names from which it typically invests 10–25 stocks per client to pursue long-term capital appreciation and dividend growth. Portfolios are concentrated and long-term oriented, may include covered calls or limited fixed income exposure, and the ADV discloses that this concentrated approach can lead to greater volatility and tax-aware trading decisions (tax-loss harvesting and avoidance of short-term gains). Noteworthy items in the Form ADV include the firm’s relatively small, concentrated client base and disclosures about managing transferred or institutional-style accounts — including language addressing potential ERISA/prohibited-transaction issues and cross-account allocation practices — which indicate operational considerations beyond a typical retail-only practice. The brochure also describes reliance on institutional custody and soft-dollar services from a major custodian and notes that the firm’s principal conducts outside investment research under contract and has a prior background in magazine publishing, factors the ADV identifies as potential conflicts or operational characteristics.
To learn more about the advisors currently working at Longview Investment Management, 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 |
|---|---|---|
Larkspur, CA
| 7
|
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