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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

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

Team at work in an office

LIVIAN & CO. AND LLFA FEATURED ON

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Peaceful Artwork
Albert Maslow's Pyramid of Needs for Financial Advice

Value Proposition

Download our most recent investor letter

Investment Outlook (Q1-2023)

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