Livian

Our Story

At Livian & Co., LLC, we are dedicated to helping our clients achieve financial confidence and a fulfilling life. Founded in 2010 by a group of senior investment professionals and high net worth investors, we are a boutique investment management firm based in New York City and registered with the US Securities and Exchange Commission (SEC). Our team of experts is committed to providing personalized service to our clients, catering to the modern needs of high net worth individuals and families.

Our Values

At Livian & Co., LLC, we believe in a set of core values that guide our behavior and decision-making process. These values are:

• Integrity: We believe in being truthful and transparent in all our interactions, always doing the right thing, even when no one is watching.
• Authenticity: We strive to be ourselves, promoting extreme transparency to build trust with our clients and partners.
• Client-centric: Our clients always come first, and we work tirelessly to understand their unique needs and goals.
• Innovative: We constantly seek new and better ways to achieve our objectives, embracing innovation and creativity.
• Doers: We believe in taking action, working hard, and striving to achieve and exceed our goals.
• Thoroughness: We rely on data, research, and scientific evidence to make informed decisions.
• Compassionate: We believe in giving back to people, causes, and society, and strive to promote a culture of kindness and empathy.
• Wellness: We recognize the importance of physical, emotional, and spiritual well-being and strive to promote healthy habits and lifestyles.

How Are We Different?

At Livian & Co., LLC, we differentiate ourselves by our commitment to alignment of interests with our clients. We co-invest along with our clients, which ensures that our interests are aligned. We also believe in transparency, openness, and fairness in all our dealings.

Our Quantamental Approach

Our investment approach is based on the combination of quantitative analysis and fundamental research. We use extensive statistical data to inform our investment decisions, while also considering the qualitative factors that are unique to each investment opportunity. This approach allows us to create a diversified portfolio that meets the specific financial goals of our clients.

Services

At Livian & Co., LLC, we offer a range of services designed to help our clients achieve their financial goals. These services include:

• Wealth Planning: We work with our clients to create a personalized wealth plan tailored to their unique needs and goals.
• Portfolio Management: We manage our clients' investment portfolios, using our proprietary Quantamental Approach to guide our investment decisions.
• Digital Advisory: We provide our clients with access to cutting-edge online tools and resources to help them stay informed and engaged with their investments.
• Private Funds: We offer our clients access to a range of private investment opportunities, including private equity, real estate, and fixed income investments.
• Second Opinion: We provide our clients with a second opinion on their existing investment portfolios, helping them to optimize their investment returns.

Sustainability

At Livian & Co., LLC, we believe in sustainability and responsible investing. We strive to make a positive impact on the environment, society, and our clients' financial well-being.

Careers

If you share our values and are passionate about helping others achieve their financial goals, we invite you to explore our career opportunities.

Contact

If you have any questions or would like to learn more about how we can help you achieve your financial goals, please get in touch with us.