A complete list of active advisors currently associated with Longvue Capital Management

Warmer can help you find a great advisor at Longvue Capital Management or one who fits your needs even better.

Longvue Capital Management is an independent, fee-only investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. The firm focuses primarily on equity-oriented accounts offered under capital appreciation and value & dividend objectives and does not provide comprehensive financial planning, estate planning, or insurance services. The adviser uses a mix of historical, macroeconomic, technical and fundamental analysis — including sector studies — to assess market risk and determine allocations, with the portfolio allocation adjusted to the measured or perceived level of market risk. As part of that approach the firm may maintain substantial defensive cash positions and employ inverse or bear-market ETFs to offset long exposure, while expressly avoiding margin, short sales, and option-writing strategies. Noteworthy for a solo, fee-only firm of this scale is its explicit market-risk timing and defensive toolkit, which goes beyond a simple buy-and-hold equity mandate common among peers. The firm operates without other business affiliations, maintains written codes of ethics and personal trading policies, bills clients directly rather than deducting fees from custody accounts, and does not act as a custodian or participate in wrap-fee programs.

To learn more about the advisors currently working at Longvue Capital 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.