# LongView Asset Management

LongView Asset Management is a Bank / Wealth / Trust based in Santa Fe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Fe, United States
- **Region:** North America
- **Address:** Santa Fe, NM, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** longviewasset.com
- **LinkedIn:** https://www.linkedin.com/company/longviewassetmanagement
- **Wikidata:** Q21198442

## Regulatory record

- **Reports private funds:** No

## About

LongView Asset Management is part of EP Wealth Advisors. Its mission is to help clients achieve their financial goals while aligning their investments with their values. Clients continue to be served by the same advisory team, and the firm remains committed to sustainable investment practices, with access to EP Wealth’s financial, tax and estate planning services.

## People

- David Cantor
- Harlan Flint
- Martin Rodriguez
- Jasmine Bair

## Questions

### What is LongView Asset Management's investment philosophy?

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.

### Is LongView Asset Management a fiduciary?

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.

### How does LongView implement fossil-fuel-free portfolios?

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.

### Does LongView Asset Management offer proprietary funds or model portfolios?

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.

## Related profiles

- [LongShine Technology Group](https://altss.com/profile/longshine-technology-group)
- [Longview Financial Advisors](https://altss.com/profile/longview-financial-advisors)

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Last updated: 2026-08-11T15:07:19.634Z

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