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. 

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.

Certified B Corporation

LongView is the first Registered Investment Advisor in New Mexico 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.

LongView’s mission is to help our clients align their investments with their values and to manage wealth with the goal of sustainability for our planet. We have long been proponents of ESG (Environmental, Social, Governance) standards in our investments. Our certification as a B Corporation speaks to our commitment to maintaining similarly high standards in our own conduct as a business.