Blog - Form ADV and Privacy Policy


Each year, Longview reviews and updates its privacy policy and SEC disclosure form (Form ADV) to ensure we are continuing to meet the appropriate regulatory policies and procedures. The privacy policy information has not changed from the previous year and the only material change to our Form ADV is the addition of two new employees, Jeff Jones and Joseph Bedingfield, and the removal of Mitch Marsden, who has moved back to Utah to be close to family. 

Both forms can be accessed online or you may request a paper copy from us at any time.  We have included a physical copy of our privacy policy in this mailing.


Disclaimer

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Longview Financial Advisors, Inc.), or any non-investment related content, made reference to directly or indirectly in this newsletter or post will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter or post serves as the receipt of, or as a substitute for, personalized investment advice from Longview Financial Advisors, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Longview Financial Advisors, Inc. is neither a law firm nor a certified public accounting firm and no portion of the newsletter or post content should be construed as legal or accounting advice. A copy of the Longview Financial Advisors, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

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