Firm at a Glance
FIRM TYPE
Financial Planner / Adviser
LOCATION
New York
Overview
We are a private asset management firm founded in 2010 by a group of senior investment professionals and high net worth investors. We are an SEC registered investment adviser based in New York City. Our sole objective is to cater to the modern needs of US and international wealthy individuals and families. In 2014, we partnered with two renowned income investors to create an affiliate SEC registered investment adviser, Lehmann Livian Fridson Advisors, specializing in high income investing.

We believe that our interests and yours should be fully aligned: as much as possible we co-invest in the same securities we recommend to our clients, we get paid exclusively by them and endeavor to pursue a business without conflicts of interest. We assist you to organize and manage your wealth like institutions: we base our strategies on robust academic findings and empirical evidence; we use advanced trading, portfolio accounting and reporting technologies while striving to minimize your costs.
Leadership
Michael Livian, Livian & Co., LLC
Chief Executive Officer and Portfolio Manager at Livian & Co.
Disclaimer
This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary content represents the opinions of Livian & Co., LLC. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Livian & Co., LLC does not guarantee their timeliness or accuracy. Past results are not an indication of future performance. The site has some hyperlinks to other websites and blogs. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of us. Livian & Co., LLC does not endorse, approve, certify, or control third party content and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Livian & Co., LLC.