Four Easy Steps
(click here for instructions)
Next Generation Digital Investing
01
PAPERLESS ENROLLMENT
02
ONLINE QUESTIONNAIRE
03
FUND ACCOUNT
04
GET INVESTED
Designed For You
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Low Minimums (as low as $5,000)
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Low Fees (0.5% of assets)
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Automated Portfolios
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Tax-loss Harvesting ( $50,000 min. )
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Access Anytime Anywhere
Lehmann Livian Fridson Advisors (an affiliate of Livian & Co.) is offering LivX, an innovative way to invest with our firm. Using our expertise, we have researched and built a diverse suite of portfolios investing in ETFs utilizing Institutional Intelligent Portfolios®, an automated investment management service that helps you rebalance your investments when needed. As your advisory firm, we'll work with you to identify the right portfolio and continue to ensure that your investments are helping you achieve your long term goals. Your portfolio will be held in a brokerage account at Charles Schwab & Co. Inc. You can easily access your accounts through their website and mobile apps.
Use Program Code:
Y54J
Please call us at (212) 319-8000 if you have any questions or want to learn more.
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These materials have been independently produced by Lehmann Livian Fridson Advisors and Livian & Co. Our firm is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios®is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Lehmann Livian Fridson Advisors and Livian & Co. Our firm, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.