Business Details
Your Trusted Partner for Financial Advisory Solutions
At Livian & Co. & Co., we combine quantitative analysis with personalized financial strategies to empower business leaders, professionals, and families in growing, protecting, and transferring their wealth. Our team of credentialed professionals brings decades of experience in wealth planning, portfolio management, and sustainable investing, leveraging a proprietary quantamental approach to anticipate financial challenges and develop proactive solutions. We prioritize client-centric service, offering tailored financial plans that address cash flow, tax optimization, retirement, and estate planning while maintaining transparency and ethical standards.Our commitment to innovation is reflected in our digital advisory platform and rigorous due diligence processes, ensuring clients receive data-driven insights and institutional-grade tools. With a focus on long-term relationships, we serve entrepreneurs, busy professionals, and individuals in transition, helping them navigate complex financial landscapes with confidence and clarity.
Services
Wealth Planning
Portfolio Management
Digital Advisory
Private Funds
Second Opinion
Sustainable Investing
Tax Optimization
Estate Planning
Risk Management
Retirement Planning
Highlights and features
- We offer decades of experience in wealth management and financial planning.
- Our proprietary quantamental approach combines data and behavioral insights for proactive strategies.
- Team includes CFA charterholders and certified exit planning advisors.
- We provide personalized, transparent, and ethical financial guidance.
- Our digital advisory platform offers low fees and automated portfolio management.
Associations and certifications
- CFA Institute
What people say
Proactive strategies
Personalized service
Expertise
Transparent guidance
Long-term focus
Services
Wealth Planning
We create customized wealth plans addressing cash flow, tax optimization, retirement, and estate planning. Our approach combines data-driven analysis with behavioral coaching to align financial strategies with life goals. Clients receive ongoing support to adapt plans as their needs evolve.
Portfolio Management
We manage diversified portfolios using low-cost passive and actively managed securities. Strategies include tax-loss harvesting, risk assessment, and asset allocation tailored to individual risk profiles. Accounts are held at independent custodians like Schwab for transparency.
Digital Advisory
Our digital platform offers automated portfolio management with a 0.5% fee and $5,000 minimum. Features include tax-loss harvesting, mobile access, and institutional-grade tools. Portfolios are held at Charles Schwab for security and accessibility.
Private Funds
We offer access to private funds like Livian & Co. & Co. Equity Opportunity and High Income Opportunity for accredited investors. Strategies focus on concentrated stock portfolios, income generation, and event-driven opportunities with risk-adjusted return objectives.
Second Opinion
Our complimentary second opinion service provides a comprehensive review of financial plans and investments. We assess tax efficiency, risk alignment, and goal achievement, offering actionable insights without obligation to clients or their referrals.
People
Michael Livian
CEO & Founder
CFA charterholder with expertise in wealth management and sustainable investing. Founded Livian & Co. & Co. to combine quantitative analysis with personalized financial strategies for long-term client success.
David Shahverdi
Equity Portfolio Manager
Manages equity portfolios and research, leveraging institutional-grade tools to identify investment opportunities aligned with client risk profiles and financial objectives.
Rosa Roman
Operations Manager
Oversees firm operations and compliance, ensuring seamless service delivery and adherence to regulatory standards for client trust and transparency.
Martin Fridson
CIO (LLFA)
CFA charterholder and co-founder of Lehman Livian & Co. & Co. Fridson Advisors. Brings decades of experience in investment strategy and portfolio management to institutional and private clients.
Perla Glanzberg
SVP Business Development
Develops business relationships in New York and Florida, connecting clients with tailored financial solutions and expanding the firm's community impact.
Questions
What services does Livian & Co. & Co. & Co. offer?
We provide wealth planning, portfolio management, digital advisory, private funds, and second opinion services tailored to business owners, professionals, and families.
How do you personalize financial plans?
We analyze cash flow, tax needs, retirement goals, and risk tolerance to create customized plans, adjusting strategies as client circumstances evolve.
What fees are associated with your services?
Digital advisory starts at 0.5% of assets with a $5,000 minimum. Portfolio management fees are charged quarterly based on asset value.
Do you serve clients outside New York?
Yes, we serve clients in Florida and collaborate with professionals nationwide through our digital platform and personalized approach.
What is your sustainable investing approach?
We evaluate environmental, social, and governance factors alongside financial metrics, avoiding reliance on third-party ESG ratings for investment decisions.
Can I get a second opinion on my portfolio?
Yes, we offer a complimentary, obligation-free review of financial plans and investments to help clients identify gaps and optimize strategies.
