We can help you achieve your financial goals while aligning your investments with your values. Located in historic downtown Santa Fe, NM, LongView has over two decades of experience as a financial advisor for clients who wish to contribute to positive change through their investments. As a fee-only fiduciary, we always put your best interests first - which includes the health of our planet.
We are a pioneer and thought-leader in the sustainable investing movement, and believe it is crucial to consider the effect our investments have on the world we leave for future generations. As stewards of client's assets, we engage with companies and technologies that support rather than exploit humanity without sacrificing expected returns.
We are a pioneer and thought-leader in the sustainable investing movement, and believe it is crucial to consider the effect our investments have on the world we leave for future generations. As stewards of client's assets, we engage with companies and technologies that support rather than exploit humanity without sacrificing expected returns.
Services
Established in 2002 in Santa Fe, NM, LongView grew out of its founders' common values and shared approach to sustainable investing and client service. We come from diverse backgrounds of institutional finance and academia but have chosen to devote ourselves to a practice centered on personal relationships.
Our mission is to help you achieve your financial goals while aligning your investments with your values. You may be questioning whether your money will last or how your lifestyle will change in retirement. Maybe you want to build wealth while addressing social issues, without sacrificing potential returns.
LongView has a $500,000 investment minimum. By limiting the number of clients whom we serve, we help ensure that every LongView client receives our full attention. LongView is a fee-only advisor. We do not earn commissions, sales fees, kickbacks or any other income from any other source. Our standard fee is 1% on assets up to $2 million.
Located in a landmark, historic building in downtown Santa Fe, we are always happy to meet in our offices or schedule a virtual meeting to discuss your financial needs and any questions you have. Leave your information below and someone from our team will contact you. Our team members also make regular visits around the country to meet with our many out-of-state clients.
B Corporations are a new type of company dedicated to harnessing the power of business to solve social and environmental problems. Unlike traditional corporations, Certified B Corps are legally required to consider the impact of their decisions not only on their shareholders, but also on their stakeholders, which includes employees, suppliers, clients, community, and the environment.
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