Lehmann, Livian, Fridson Advisors, LLC

LEHMANN LIVIAN FRIDSON ADVISORS, LLC is an investment management firm specializing in providing investment consulting and discretionary portfolio management services. The firm caters to high net worth investors with a liquid net worth ranging from one to fifty million US dollars. Established on June 19, 2013, the principal owners are LIVIAN & CO., LLC and FRIDSONVISION, LLC. The firm offers Investment Supervisory Services, Investment Consulting Services, and the LivX Digital Investment Portfolios Program. Clients have the option to place reasonable restrictions on investments, and the firm does not participate in wrap fee programs. For Investment Supervisory Services, LLFA manages accounts on a discretionary basis guided by client objectives. The firm selects investments based on various criteria such as issuer, credit rating, and performance history. LLFA also provides consulting services and offers automated investment portfolios through the LivX Program. The firm charges fees based on a percentage of assets under management and provides clients with regular reports and reviews of their accounts. The firm's investment strategies involve a combination of fundamental and technical analysis, with a focus on long-term investments. LLFA's Chief Investment Officer, Martin Fridson, CFA, has an extensive background in the financial industry and holds the Chartered Financial Analyst designation. The firm's Chief Executive Officer, Michael M. Livian, CFA, oversees the operations and compliance of the firm. Clients can expect transparent fee structures, ethical conduct, and a client-centric approach to investment management.