financial peace of mind

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

DATA + INSIGHTS

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

PEOPLE

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

COACHING

 

Behavioral coaching is one of the cornerstones of our firm. Get a sense of how your first year with us looks like.

Our Difference

  • Your Success is Our Success

  • Quantamental Approach

  • High Value Add

  • Digital Experience

LIVIAN & CO. AND LLFA FEATURED ON

Value Proposition

WATCH OUR 2020 SECOND HALF OUTLOOK

WEBINAR | A Compass For Uncharted Waters (July 16, 2020)

Download our most recent investor letter

Quarterly Investment Commentary

(Q2-2020)