Capstone
Service Model
This service model is designed for individuals, families, and organizations who typically have $750,000 or more in assets under our management and who are interested in both comprehensive financial planning and investment management.
Planning-Only
Service Model
Longview offers a limited number of planning-only engagements to clients who are interested only in financial planning without ongoing investment management.
Investment-Only
Service Model
Longview offers investment-only engagements to clients who are interested only in investment management without ongoing financial planning.