What is LongView Asset Management?
LongView Asset Management is a Registered Investment Advisor based in the historic heart of Santa Fe, New Mexico. With over twenty years of experience, LongView specializes in financial planning and investment management for clients who want their money to do more than just grow—they want it to make a positive impact. As a fee-only fiduciary, LongView puts clients’ best interests front and center, always considering not just financial returns but also the health of the planet. This firm stands out as a pioneer in sustainable investing, blending traditional financial expertise with a deep commitment to environmental, social, and governance (ESG) principles.
Main Benefits of Choosing LongView
Here’s a quick snapshot of what makes LongView unique and effective:
- Over 20 years of experience as a Registered Investment Advisor (RIA) and financial planner.
- First Certified B Corporation RIA in New Mexico, legally committed to positive impact on workers, clients, community, and environment.
- Strong focus on ESG metrics, which have proven to be reliable predictors of earnings risk and stronger return on equity.
- Client portfolios include ETFs and mutual funds that apply diverse responsible investing strategies, including impact investing and shareholder activism.
- Grounded in transparency, responsibility, and personalized client service.
- Active community involvement in Santa Fe, supporting nonprofits and charitable organizations.
- Maintains a B-Corp score of 110.9, reflecting high standards in social and environmental performance.
The Philosophy Behind Sustainable Investing
LongView believes that investments should be more than just numbers on a screen. They see money as a powerful tool for societal and economic change. By integrating ESG criteria into investment decisions, LongView helps clients align their portfolios with their values. This approach isn’t just ethical—it’s smart. ESG factors have consistently signaled stronger financial performance and reduced risk. So, investing responsibly means clients can feel good about where their money goes, without sacrificing returns. It’s about building a better future, one investment at a time.
Meet the Team Driving LongView’s Mission
The team at LongView brings a mix of institutional finance know-how, academic insight, and a passion for sustainable investing. Key members include:
- David Cantor: Principal & Founder, with a background in institutional equity sales and investment banking.
- Harlan Flint: Principal & Portfolio Manager, boasting over 30 years of experience focused on socially and environmentally responsible investing.
- Maria Motsinger: Director and Head of Operations and Client Service, blending psychology and project management expertise.
- Charlene Reader: Office Manager, with extensive business administration experience.
- Leah Cantor: Sustainability Manager and Operations Coordinator, ensuring LongView maintains its B-Corp certification.
- Ernestina Savage: Client Services Associate, building a career in finance.
- Martin Rodriguez: Assistant Advisor, experienced with major financial institutions.
- Jasmine Bair: Associate Advisor, combining finance knowledge with advocacy.
LongView’s Roots and Community Connection
Founded in 2002, LongView grew from the shared values of its founders, who came from diverse backgrounds in institutional finance and academia. They chose to focus on personal relationships and client-centered service rather than just numbers. Though LongView serves clients nationwide and is registered with the SEC, New Mexico remains home. Santa Fe’s inspiring natural beauty and rich cultural tapestry fuel the firm’s commitment to community involvement. The team actively volunteers with nonprofits and charitable groups, reinforcing their dedication to making a difference beyond the portfolio.
LongView’s Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting ethical financial services and responsible investment.
- SDG 12: Responsible Consumption and Production – integrating ESG criteria to encourage sustainable business practices.
- SDG 13: Climate Action – prioritizing investments that consider environmental impact and support a healthier planet.
- SDG 17: Partnerships for the Goals – collaborating with clients, communities, and organizations to drive positive change.
Why LongView Stands Out in Financial Services
In a world where investment choices can sometimes feel disconnected from personal values, LongView offers a refreshing alternative. Their commitment to being a fee-only fiduciary means clients can trust that advice is unbiased and truly in their best interest. Plus, being a Certified B Corporation adds an extra layer of accountability and transparency. Whether it’s managing IRAs, 403(b) plans, or retirement portfolios for schools, non-profits, and foundations, LongView blends financial expertise with a genuine passion for ethical, values-based investing. It’s not just about growing wealth—it’s about doing so responsibly, sustainably, and with an eye toward the future we all share.
