Separately Managed Accounts
The Seperately Managed Accounts are custodied with FOLIOfn Institutional, Inc. Clients have online access to their accounts through our website and can check their account activity as frequenty as they wish. We can tailor the separate accounts to match a client's specfic needs or profile.
If you are an individual investor interested in learning more about Longview or would like to open an account, please contact us at (888) 317.5603 or email us at firstname.lastname@example.org.
If you are a financial advisor interested in learning more about Longview, our process and our models, please refer to the links below for more information, current versions of the necessary account opening paperwork, and a link to contact us for more information on how Longview work with our financial advisor partners.
Investment Management Agreement - Please call us at (888) 317.5603.
For further information concerning this web site, please fill out our contact form.