Invest with Impact
Better Plan Design
The key to a great plan is simplicity. We help cut through the confusion that is endemic in retirement plans by providing prudent default options for every decision an employee needs to make. Our plans use theNobel-prize winning research in behavioral economics to guide decisions when employees don’t know what steps to take. This prevents decision paralysis that can result in poor outcomes for inexperienced investors.
Employees need, and want, helpful guidance. By also providing one-on-one advice to each employee we help ensure they are on track, and stay on track, to a secure retirement.
Environmentally Responsible Investment Philosophy
LongView’s retirement plans are rooted in investment science and incorporate sustainability values without sacrificing expected returns. We use funds with strong track records, low costs, and a proven history of performance. Addressing climate change and building a more just and sustainable global economy are essential elements of our investment approach. Our philosophy is designed to decrease exposure to companies that are significant contributors to greenhouse gases or those with large fossil fuel reserves.
Within each sector, companies are also screened based on other sustainability variables, including land use and biodiversity, toxic spills and releases, operational waste, factory farming, cluster munitions, child labor, tobacco, and water management. The application of sustainability considerations enables us to emphasize companies with more sustainable business practices relative to peers and produce competitive expected returns.
A Higher Standard of Care
Unlike many plan advisors, LongView takes on the role of fiduciary, meaning we are legally bound to act in our client’s best interest, always. Many retirement plan providers have no fiduciary duty to their clients, which can lead to conflicts of interest, high fees, and a focus on proprietary products.
There are risks inherent in every investment, and Longview cannot be held liable for unforeseeable market trends that result in a reduction of investment assets. Longview is an SEC Registered Investment Advisor.