The Longview Difference: 1. We are an independent
(no bias toward parent company products), fee-only (no conflicts of interest or commissions), registered
investment advisor (fiduciary duty to always act in the best interests of our clients). Our client's trust is our
most important asset. 2. Experience. We have 24+ years of successful experience
as a Wall Street analyst, mutual fund portfolio manager (managing funds of several billion dollars), head of equity research
for a major mutual fund firm, hedge fund portfolio manager, and wealth management advisor. Our clients get the best
strategies and products. 3. Use of Exchange-Traded Funds (ETF's) which
have numerous advantages such as much lower expense ratios and better tax efficiency than other investments. Our client's
total expenses for investment management are about half as much as many other advisors that still use mutual funds. 4. The Longview Asset Allocation System. We use strategic asset allocation and Nobel
Prize winning Modern Portfolio Theory to help our clients stay diversified and maximize their returns while maintaining their
target risk levels. 5. Outstanding personal service. Because we
are a boutique firm focused on a smaller number of high net worth clients we can provide a higher level of customized service
to each client. Longivew has been selected as a"5-Star Wealth Manager" by Minneapolis/St. Paul Magazine
and Twin Cities Business Magazine. |