Longview Investment Management

Longview Investment Management, LLC is a sole‑owner, discretionary investment adviser that primarily serves individual and high‑net‑worth clients, managing about $58 million across 35 accounts. The firm provides portfolio management on a percentage‑of‑AUM basis, typically with a $1,000,000 account minimum, and does not participate in wrap fee programs.

Longview employs fundamental analysis to construct concentrated, long‑term oriented equity portfolios, selecting roughly 10–25 holdings from a research universe of up to 100 names and, where appropriate, may include fixed income, money market funds or covered calls. The adviser emphasizes dividend growth, tax‑aware loss harvesting and monthly account reviews while managing all client accounts on a discretionary basis.

Operationally, the principal also provides investment research and strategy services under an independent contractor arrangement (approximately 30 hours per week) and recommends institutional custody and trading services through Schwab, receiving access to institutional research and practice‑management support. Those institutional relationships, together with the firm’s concentrated, higher‑volatility strategy and the brochure’s disclosure of potential ERISA and soft‑dollar conflicts, are notable features that differentiate Longview from many solo practitioners.