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 |  The Longview Difference: 1. We are an independent
(no bias toward parent company products), fee-only (no conflicts of interest or commissions), registered
investment advisor (fiduciary duty to always act in the best interests of our clients). Our client's trust is our
most important asset. 2. Experience. We have 24+ years of successful experience
as a Wall Street analyst, mutual fund portfolio manager (managing funds of several billion dollars), head of equity research
for a major mutual fund firm, hedge fund portfolio manager, and wealth management advisor. Our clients get the best
strategies and products. 3. Use of Exchange-Traded Funds (ETF's) which
have numerous advantages such as much lower expense ratios and better tax efficiency than other investments. Our client's
total expenses for investment management are about half as much as many other advisors that still use mutual funds. 4. The Longview Asset Allocation System. We use strategic asset allocation and Nobel
Prize winning Modern Portfolio Theory to help our clients stay diversified and maximize their returns while maintaining their
target risk levels. 5. Outstanding personal service. Because we
are a boutique firm focused on a smaller number of high net worth clients we can provide a higher level of customized service
to each client. Longivew has been selected as a"5-Star Wealth Manager" by Minneapolis/St. Paul Magazine
and Twin Cities Business Magazine. |
Longview
publishes a free monthly e-newsletter called "Longview Insights" on investing
and wealth management. Some of our most recent issues and their
topics are listed below: October 1, 2009: Think Globally,
Invest Globally (click on article below) December
2, 2009: Investing: Our Core Beliefs (click on article below) January
1, 2010: Stop Acting Rich: Live like a Real Millionaire (click below to see) February 2, 2010: The
Lost Decade for Stocks? July 1, 2010: International
Investing in a Sovereign Debt Crisis If you like free copies of any of these past issues of "Longview
Insights" or get on the list to get free future issues please call (952) 906-1289 or email keith@longviewwealth.com. Legal Disclaimer: These materials do not constitute an offer to buy or sell any instrument or securities or to
participate in any particular trading or investment strategy. They are provided to you for informational purposes only.
Longview Wealth Management, LLC may change or update the information herein without prior notification and makes no express
or implied warranties concerning these materials. |
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