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Making Money A
 Force For Good®


Protect The Future You Are Investing For

  • Are you concerned about climate change?

  • Is social justice important to you?

  • 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 financial advisor 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. As stewards of client’s assets, we engage with companies and technologies that support rather than exploit humanity without sacrificing expected returns.

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 Research
Is Clear

  • Over 2,200 studies have proven that environmental, social and corporate governance (ESG) investing can often be superior to conventional investing.1
  • Stocks ranked in the top 20% on ESG factors outperformed stocks ranked in the bottom 20% by a whopping 3 percent annually from 1/2007 to 8/2019.2
  • ESG metrics are one of the best predictors of earnings risk available, and they have systematically signaled stronger return on equity.3


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