At LongVue Advisors, we recognize that entrusting a firm with the management of your financial affairs is a profound decision that will affect your entire family. We appreciate that you will not make this decision lightly.

LongVue Advisors was founded by successful corporate and private bankers who identified the need for a deeper level of service that treats clients as people, not accounts. LongVue is committed to dealing with the financial and personal aspects of a family's wealth, offering both an objective, independent perspective and close personal attention.

In the world of investment banking and estate planning, everyone promises personal service. At LongVue, service is a driving principal behind everything that we do.

Unlike traditional investment banks, private banks, and brokerage firms, who often steer you to their own products, LongVue Advisors does not itself manage your money. Rather, we are free to design your portfolio with consistently successful investment managers. We supervise those managers on your behalf, maintaining an arms-length relationship untainted by commissions, finder's fees, and "soft dollars."

At LongVue Advisors, we are accountable only to you and are paid only by you. Our professional fees cover planning; ongoing fees relate to our success in meeting your investment goals, not to the volume of your transactions. Our clients find that much of our cost is offset by the savings we negotiate for them on rates, fees, and other services.

• Account management by LongVue principal
• On-call access to LongVue professionals
• Optional advisory services to client family members
• Tenacious, results-oriented client advocacy and meticulous attention to detail