Investment Management - LongView Investment Advisors

LongView serves as a Chief Investment Officer
for Small Non-Profits and Families

We provide portfolio management, investment advisory, and advice on all things financial.
Our principals each have decades of experience in the investment industry,
bringing a variety of wisdom and expertise to our investment and advisory process.

Our current clients are located in six states along the East Coast.

LongView serves as a Chief Investment Officer for Small Non-Profits and Families

We provide portfolio management, investment advisory, and advice on all things financial. Our principals each have decades of experience in the investment industry, bringing a variety of wisdom and expertise to our investment and advisory process.

We seek to preserve and grow the purchasing power of our clients’ portfolios, investing and advising according to your goals, cash needs, and the time horizon of your investments. We offer advice and problem solving for investors and for your investment policy.

Advisory Philosophy

Disciplined Asset Management

The wisdom behind our portfolios and our advice comes from a disciplined approach to asset allocation and activity, combined with a longer-term investment view. We incorporate a blend of select index funds and other key components to construct disciplined, diversified portfolios. More disciplined approaches tend to outperform those characterized by unneeded complexity and trading activity. They offer a better chance to meet or exceed long term portfolio goals

Greater Transparency

Modern Fee Structure

Fees matter. Much of the investment industry has a fee problem. LongView endeavors to maintain a fee structure that allows investors to keep more of what their portfolios earn. Our operational efficiencies enable us to offer a more modern fee structure. We believe our use of technology and industry tools allows us to manage investments, provide detailed performance reporting, and offer high-touch advice and client service more economically, efficiently, and effectively.

Team

Our expertise and experience include portfolio management, investment advisory, asset allocation, equity research, and published academic research in investments and industry conflicts of interests. One of our principals even authored a definitive investment guide entitled: The Fund Industry: How Your Money is Managed

a man in black suit with black background

Chuck Brown
Principal
Investment Committee

Credit Suisse – Equity Analyst
Windward Investment Management – Investment Committee
UNC-Chapel Hill (B.A.)
Darden Graduate School of Business at UVA (M.B.A., Finance)

FULL BIO

Chuck is a principal at LongView and serves on the firm’s investment committee. Mr. Brown has over 20 years of experience in the investment industry, with a particular expertise in asset allocation, investment research, fund due diligence, investment policy drafting, and planning. Chuck most recently served as a managing director for nearly seven years in the Boston office of DHK Financial Advisors. At DHK, Chuck managed the investment portfolios for his non-profit and family clients, advising them on all things financial. Upon moving from DHK to LongView, every one of Chuck’s clients came with him to LongView. His career includes nearly seven years at Windward Investment Management, a pioneer in the use of ETFs for asset allocation, and its legacy firm, Windhaven. At Windward, Chuck served on the firm’s investment committee, while advising numerous charitable organizations and families. Upon the acquisition of the firm by Charles Schwab, Chuck stayed on as a managing director. He began his career in asset management at Credit Suisse, both as an equity analyst covering the healthcare sector and as a portfolio manager in the Private Bank. Chuck earned his B.A. in Philosophy from UNC-Chapel Hill and an MBA in Finance from the Darden School at the University of Virginia.

Chuck and his wife Beth enjoy their family time with their two small children.

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Nicole Boyson, Ph.D.
Principal
Investment Committee

Prof. of Finance & Dept. Chair – Northeastern Univ
Financial Advisory Group – Ernst & Young
Co-Editor, Financial Analysts Journal
The Ohio State University – Ph.D., Finance

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Nicole Boyson, Ph.D. is one of LongView’s principals and sits on our investment committee. She helps drive our investment decision making and strategy for client portfolios.

Niki has nearly 30 years of academic and professional experience in the investment industry, both as an academic thought leader and in industry practice. Prior to academia, Dr. Boyson’s industry experience includes several years in investment advisory services, including the investment advisory group at Ernst & Young.

She is a tenured finance professor at the D’Amore-McKim School of Business at Northeastern University and currently serves as the Chair of the Finance Department. Her teaching expertise is in fixed income, investments, and alternative investments. Her research focuses on institutional investors of all types, and she has recently begun examining the conflicts of interest among financial advisors. She also has a significant body of work related to financial crises. Dr. Boyson’s work has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, and several other journals.

She has appeared on Bloomberg TV and has been quoted in the Wall Street Journal, Barrons, Financial Times, Investment News, and other notable publications. Dr. Boyson serves as a co-editor for the Financial Analysts Journal. Nicole received her B.B.A. in Accounting from Kent State, her M.B.A. in Finance from Case Western Reserve, and her Ph.D. in Finance from Ohio State.

In her spare time, Niki enjoys reading, tending to her flower garden, and spending time with her husband and two children. She is a member of the Board of Trustees for the First Congregational Church in Milton.

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Bob Pozen
Investment Committee

Former Vice-Chairman, Fidelity Investments & President of Fidelity Management & Research Co.
Former Executive Chairman, MFS Investments
Harvard College (B.A., Phi Beta Kappa)
Yale Law School (J.D., Yale Law Journal – Editorial Board)

FULL BIO

Bob Pozen brings a storied career in the investment industry to LongView, where he serves as a member of the investment committee. Bob was formerly the Vice Chairman of Fidelity Investments and President of Fidelity Management & Research Co. While at Fidelity in the 1990s, Bob launched the first donor-advised fund sponsored by a financial firm – which is commonly used across the investment industry today by wealthy families for charitable donations. Bob served as Executive Chairman of MFS Investments from 2004 to 2011, where he helped lead a successful turnaround. Because of his senior roles at both firms, Bob was recognized for his work in the mutual fund industry with the Fund Action Lifetime achievement award.

Bob served in several roles at the SEC and also served as the Secretary of Economic Affairs for the State of Massachusetts. He has been an independent director of public companies such as Medtronic and Nielsen. He also has been on the board of several non-profit organizations such as the US Basketball Hall of Fame and the Boston Public Library. Bob has authored several books, including The Fund Industry: How Your Money is Managed. He also has written many articles for notable publications including the WSJ, Financial Times, MarketWatch, Pensions & Investments, and Harvard Business Review. Bob offers a substantial intellectual and practical resource to the firm and our investment committee, along with creative ideas for charitable endowments and foundations.

Bob currently is a Senior Lecturer at MIT Sloan School of Management, where he teaches courses on financial innovation, corporate governance and leadership. He lives in Boston with his wife of over 45 years. When he is not working, you might find him on the tennis court or playing pickleball.

A lady in a black suit in a lack background

Natalie English

Operations Associate

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Calie Richman
Operations Associate

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Danielle Tyler
Chief Compliance Officer

Corporate Partners

Services

Execution

Portfolio management and asset allocation
Detailed investment performance reporting
Investment policy statement (IPS) – drafting, review, and discussion
Collaboration with client’s legal, audit, & tax advisors
Account administration, set up, and paperwork

Advice and Research

FAQ

Where Are Client Assets Held?

How Are We Paid?

Ownership of LongView

ESG Investing

What Do You Do With Existing Holdings?

Do You Offer Investment Performance Reporting Capabilities?

Contact

LongView Investment Advisors

Prudential Tower
800 Boylston St., 16th Fl.
Boston, MA 02199

(617) 624-4105

For inquiries, please email: info@longviewinvestments.com

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN) a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed on this web site are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Danielle Tyler is an employee of IAN and oversees all compliance and regulatory matters related to LongView Investment Advisors LLC.