As busy entrepreneurs and professionals ourselves, we come to work everyday because we want to help our clients achieve a fulfilling life through financial confidence and durable strategies.
We are an investment management firm founded in 2010 by a group of senior investment professionals and high net worth investors. We are based in New York City and registered with the US Securities and Exchange Commission. 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.
HOW ARE WE DIFFERENT?
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.
ALIGNMENT OF INTERESTS
We deliver value on multiple levels to our clients. We add "alpha" through our investment strategies, the financial planning process and the coaching.
We base our strategies on academic findings and empirical evidence. We use extensively statistical data and combine it with our judgement to make better investment decisions.
We strive to use to most innovative, effective and secure technologies to enhance our clients' experience and to improve our internal processes.