LongView Asset Management

LongView integrates environmental, social, and governance (ESG) criteria directly into security selection and portfolio construction. The firm views material ESG factors as essential to long-term risk management and return potential, and it explicitly constructs portfolios that are free of fossil-fuel holdings. This approach targets investors seeking both competitive financial returns and measurable positive impact.

As a registered investment advisor (RIA) regulated by the SEC, LongView carries a fiduciary duty to act in the best interests of its clients. This legal obligation means the firm must place client interests ahead of its own, disclose conflicts of interest, and provide transparent, fair-priced advice. This is a structurally higher standard of care than the suitability standard that governs broker-dealers.

LongView constructs portfolios using individual securities, which allows for precise control over exclusionary screens. Rather than buying a broad market ESG fund, the firm can tailor portfolios to exclude specific fossil-fuel companies, heavy carbon emitters, and the banks most heavily financing them. This direct indexing approach also enables tax-loss harvesting and customization for individual client values.

The firm serves a mix of individual investors, family trusts, and non-profit organizations that prioritize sustainable investing. Clients are typically seeking a high-touch advisory relationship with a firm that deeply understands mission-aligned investing, particularly around climate and fossil-fuel divestment. LongView's remote-service model allows it to work with clients nationally.

LongView does not appear to offer proprietary mutual funds or ETFs. The firm's model centers on separately managed accounts where client assets are held at an independent third-party custodian. This structure gives clients direct ownership of the underlying securities and avoids the layered fees often associated with fund-of-funds structures.