As busy entrepreneurs and professionals ourselves, we come to work everyday because we want 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 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.
Services
A company's practices and policies set in place to limit their negative impact on the environment. These include Emissions, Waste, and Carbon Impact. The ability to manage the risk of its line of business and perform in a manner protective of the environment will bolster a company's ESG rating. A company's policies towards employees, customers, and the community.
In the age of big data, machine learning and artificial intelligence, it is imperative to fully embrace the power of statistical evidence in decisions making. However, we believe that educated human judgement is a perfect complement to data analytics, especially when dealing with uncertainty and probabilities.
We will engage in an interactive process with you. Technology will facilitate a great experience but there is no substitute for our human touch. Our ultimate goal is for you to achieve peace of mind. Together we build a customized plan to both allow you to pursue your life aspirations and to be able to deal with unexpected bumps in the road.
To achieve full piece of mind about your finances, we help you design a comprehensive wealth plan. Every plan is comprised of six components. Once we determine your investment objectives and constraints, together with you we formulate an investment program. The program is based on a level of risk suitable for your specific situation and a selection of investments that meets your needs.
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