Protect The Future You Are Investing For
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Are you concerned about climate change?
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Is social justice important to you?
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Do you think corporations should be responsible to their communities and the planet?
We can help you achieve your financial goals while aligning your investments with your values.
Located in historic downtown Santa Fe, NM, LongView has over two decades of experience as a Registered Investment Advisor and financial planner for clients who wish to contribute to positive change through their investments.
As a fee-only fiduciary, we always put your best interests first ‒ which includes the health of our planet.
We are a pioneer and thought-leader in the sustainable investing movement, and believe it is crucial to consider the effect our investments have on the world we leave for future generations.
LongView is the first Registered Investment Advisor in our state to become a Certified B Corporation. Unlike conventional companies, Certified B Corps are legally required to consider the impact of their decisions on their workers, suppliers, clients, community, and the environment.
The Long View
- The common goal of our investments is to use money as a force for positive societal and economic change.
- ESG metrics have been of the best predictors of earnings risk available and have systematically signaled stronger return on equity.3
- Our client portfolios include ETFs and mutual funds that employ diverse approaches to responsible investing. These may entail the application of screens for various environmental, social and governance (ESG) criteria, or evaluating the potential, on a corporate issuer level, for impact investing and shareholder activism. In asset classes where viable ESG mutual fund and ETF options are scarce, or as temporary holdings for tax-loss harvesting purposes, we may also use non-ESG funds in our portfolios.
In The Media
