
Longview Asset Management LLC
LongView Asset Management LLC is a Santa Fe-based, fee-only fiduciary investment advisor specializing in sustainable and socially responsible investing.
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LongView Asset Management LLC is a Registered Investment Advisor and financial planner located in Santa Fe, New Mexico. The company specializes in sustainable and socially responsible investing, focusing on helping clients achieve their financial goals while aligning their investments with their values. LongView is a Certified B Corporation, demonstrating its commitment to considering the impact of its decisions on employees, suppliers, clients, community, and the environment. They are pioneers in the sustainable investing movement and advocate for ESG (Environmental, Social, Governance) standards.
LongView offers a range of services to individuals, families, trusts, and institutions. These services include portfolio management, financial planning, and 401k & 403b retirement plan consulting. They are fee-only fiduciaries, meaning they always put their clients' best interests first. Their team has decades of experience in institutional finance and academia, and they are active participants in their community, volunteering their time to various non-profit and charitable organizations.
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Benefits
Longview Asset Management LLC offers a comprehensive benefits package designed to attract and retain talented employees. They are a Certified B Corporation, legally obligated to consider the impact of their decisions on their workers, suppliers, clients, community, and the environment. This commitment translates into competitive salaries, a strong focus on diversity and inclusion, and opportunities for professional development. The company also offers generous paid time off, medical, dental and vision insurance, and a 401(k) retirement plan with employer matching contributions.
Mission
LongView Asset Management is a Santa Fe-based Registered Investment Advisor and financial planner committed to sustainable investing. They believe in aligning investments with clients' values and using money as a force for positive societal and economic change. With a focus on transparency and responsibility, LongView prioritizes client relationships and offers personalized solutions for individuals, families, and institutions, including customized investment strategies, financial planning, and 401k/403b retirement plans.
Culture
Longview Asset Management promotes a culture rooted in transparency, responsibility, and personal relationships. They are committed to sustainability and social justice, reflected in their status as a Certified B Corporation and their focus on ESG investing. The company values diversity and inclusion, actively engaging in community events like the Santa Fe Pride parade and sponsoring the Santa Fe River, fostering a culture that prioritizes both client needs and environmental stewardship.
DE&I
Longview Asset Management prioritizes diversity, equity, and inclusion in its operations and investment practices. The company considers diversity and inclusion a win-win for investors and employees, believing strong DEI policies contribute to the resilience and profitability of organizations while creating a safer and more equitable working environment. Longview actively promotes LGBTQ+ rights and supports shareholder campaigns focused on diversity and inclusion, including those that address gender, race, ethnicity, religion, disability status, or sexual orientation.
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