Wealth Management and Investment Philosophy
Continuous research can reveal excellent opportunities.
Longview’s investment team conducts research on two levels:
Macro Research – Our use of multiple, independent, research sources allows us to develop a global view of the world’s economies. These various, always-changing views help us to develop and manage our tactical, global asset allocation process.
Investment Level Research – Longview’s team realizes that the framework of the multi-asset class portfolio and the particular investments that will make up the portfolio are critical, both long and short term. While we are able to use both exchange traded funds (ETFs) and actively managed, no-load (or load waived) mutual funds, our disciplined due diligence process generally leads us to actively managed small funds with consistently high performing management teams, generally those who have their own money invested in the funds.
“We are constantly searching for new investment opportunities and monitoring how markets are reacting to the state of global economies.”
