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. LongView has two decades of experience in managing sustainable portfolios 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.