When it comes to building our clients’ wealth, we don’t rush. We help them secure their financial futures by taking the long view and sticking to our plan.
We are an investment management firm deeply committed to thinking long term, in everything we do. We help our clients build their capital while keeping it safe. Learn more about us
We keep things simple. We manage one portfolio of stocks, the Longview Portfolio. Everyone in our firm owns exactly the same stocks as our clients. Read more
We keep our eyes on the long term. Since inception, the Longview Portfolio has produced superior investment returns combined with relatively low volatility. See our performance
We regularly voice our opinions on investing in newspaper articles as well as our thought piece, The Long View. We also like to recommend books on investing. Our reading material
We protect and build wealth by taking the long view. That means removing the emotion from investing and adhering to a rigorous process. At the same time, we build strong, long term relationships with our clients. We don’t make unrealistic promises. We do commit to highly-disciplined investing and first class service.
We would be pleased to speak with you. We invite you to contact us at 416.214.4800 or by email with any inquiries, or to arrange a confidential meeting to discuss your investment needs in person.
