Simple. Safe.

We founded Longview so that we could put to work the investment principles we have always followed on behalf of our own families — for clients we care about.

Our goal is to safely increase our clients’ wealth over time. We want them to sleep well and have peace of mind.

Our strategy starts with keeping things simple and safe. We invest with our eyes on stability and growth over the long term. We believe so strongly in our strategy that we have literally bought into it — everyone at Longview is invested alongside our clients, in the same stocks and in the same weightings.

We also keep our client base small enough to ensure that we can provide consistently excellent service. Whether client or colleague, we build relationships of mutual respect designed to stand the test of time.

Good people. Great partners.

We’re a diverse group of professionals who are passionate about our goal of helping clients achieve financial security. We have a culture of intellectual rigour and objectivity, the cornerstones of sound analysis and good decision-making.

We’re also a close team. We think that the best way to be in something together is as partners. So, we are all shareholders in Longview. In addition, we are all investors in the Longview Portfolio, in partnership with our clients.

The whole-client approach  is our calling card.

We work with wealthy individuals, families, and charities. Our priority is their long term financial security and helping them to grow their capital safely at an attractive rate.

We recognize that clients typically regard investment management as only part of their overall wealth picture.  As such, we provide them with holistic financial perspectives and advice.

We have come to appreciate that having like-minded clients is essential to what we do.  Our investment strategy works over time, so we build close relationships with people who share our investment philosophy and think long term.