top of page
Happy Family Because of Financial Security

Peace of Mind.

At a time of great uncertainty and rapid change, we help business owners, executives, professionals, and their families grow, protect and transfer their wealth

FREE FINANCIAL CHECK-UP

Empowering Your Financial Success

Client at the center.png

   PERSONALIZED PLAN  

Data + Insights

Our investment approach is quantitative and data-driven. We complement the data with our fundamental research.

Behavioral Coaching

A dedicated team of qualified professionals will accompany you in your journey to achieve your financial objectives.

Engaging Technologies

Powerful modern technologies to engage and inform in a clear and simple way.

Our Difference

  • Your Success is Our Success

  • Quantamental Approach

  • High Value Add

  • Digital Experience

Team at work in an office

LIVIAN & CO. AND LLFA FEATURED ON

2000px-Bloomberg_logo_edited_edited_edit
marketwatch-logo-vector-download_edited_
FT_The_Financial_Times_logo_wordmark_edi
2000px-CNBC_logo_edited_edited.png
Barrons_edited_edited.jpg
the-new-york-times-logo_edited.jpg
Forbes_edited_edited.jpg
WSJ_edited.jpg
Businessweek_edited.jpg
Peaceful Artwork
Albert Maslow's Pyramid of Needs for Financial Advice

Value Proposition

2023 Investment Outlook

Are you looking for expert insights on the latest trends and opportunities in the financial markets? Watch this video to learn about our investment outlook for the coming year, based on rigorous research and analysis by our team of professionals.

Download Our Most Recent Investor Letter

Annual Letter 2024

"The Road Ahead: Strategic Insights for 2024"

bottom of page