|Benefits and Advantages of Working With|
Longview Wealth Management, LLC
- Trust. As
a Registered Investment Advisor we act as a fiduciary for our clients and always do what is in the best interests of our clients.
We are concerned about our clients money as if it were our own, and would never put our clients into any investment products
that we would not put ourselves or our families into. All our client relationships are kept very confidential. Our integrity
and trust with our clients is our most precious asset.
- Experience. We have 22+ years of successful investment
management experience (as a wall street analyst, mutual fund portfolio manager, hedge fund portfolio manager) managing large portfolios
for our clients.
- World-class customer service and communication. We communicate regularly with our clients
to keep them informed and educated. We are available 24/7 for our clients. We are focused on a small number of high quality
clients, which gives us more time to spend with each valued client.
- Personal and customized focus on each client.
We get to know our clients very well and create very individualized investment programs depending on the specific goals, assets,
concerns, risk tolerance, and other characteristics of each client.
- Peace of mind. We are constantly analyzing
the markets and the changes in financial products, tax laws, etc. so our clients don't have to. We are our clients personal
CFO (Chief Financial Officer) and we work for them.
- One Stop Solution. We perform a broad array of services
for our clients (investment management, tax advice, insurance advice, estate planning, retirement planning, college planning,
etc.). We will work with our client's other advisors in areas of taxes and estate planning to create coordinated solutions.
relationship. Our business model is fee-based so our interests are perfectly aligned with our client's. We are not commision
based. Our fees are very transparent and easy to understand (a percentage of assets under management) and there are no hidden
charges or fees.
- Focus on giving our clients competitive performance and low-cost products. Because of our
fee-based model, we can get our clients into the best and lowest cost products available. This saves our clients money and
adds significantly to performance over time.
- We bring the most advanced investment strategies and products from
the institutional money management business to our individual wealth management clients. This includes using Modern Portfolio
Theory and focuses on getting our clients the best possible returns after investment expenses and taxes.
- We take
the "Longview". We are focused on the long-term with our clients, which is the best way to truly grow wealth