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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


We believe in our principles and hold ourselves to high ethical standards



We promote extreme transparency as a way to build trust



Clients always come first



We constantly look for ways to do things better. We promote an environment where mistakes are encouraged as a way to learn and improve.


We work hard to achieve and exceed  our goals



We believe in the power of data and facts. We base our decisions on research, science and evidence



We are grateful and believe in "giving back" to people, causes and society



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.


We strive to use to most innovative, effective and secure technologies to enhance our clients' experience and to improve our internal processes.

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