Our Story
As busy entrepreneurs and professionals, we come to work every day to help our clients achieve a fulfilling life based on financial confidence.
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.
Our Values
01
Integrity
We believe in our principles and hold ourselves to high ethical standards
02
Authenticity
We promote extreme transparency as a way to build trust
03
Client-centric
Clients always come first
04
Innovative
We constantly look for ways to do things better. We promote an environment where mistakes are encouraged as a way to learn and improve.
05
Doers
We work hard to achieve and exceed our goals
06
Thoroughness
We believe in the power of data and facts. We base our decisions on research, science and evidence
07
Compassionate
We are grateful and believe in "giving back" to people, causes and society
08
Wellness
We promote a culture of healthy habits and the pursuit of physical, emotional, and spiritual well-being
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.
High Value Add
Quantamental Approach
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.
Digital
We strive to use to most innovative, effective and secure technologies to enhance our clients' experience and to improve our internal processes.