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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

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   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

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LIVIAN & CO. AND LLFA FEATURED ON

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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

Quarterly Letter (Q1-2023)

"Markets Stabilizing Amidst Banking Tremors"

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