Livian & Co.

**LIVIAN & CO. Financial Advisor Firm Summary:** **Background & Expertise:** Established in March 2010 by Michael Livian, CFA, LIVIAN & CO. 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. **Consumer-Facing Terms:** - **Minimum Initial Investment:** $1,000,000 - **Fee Structure:** Annual fees calculated as a percentage of assets under management, varying based on the type of portfolio. - **Fiduciary Status:** Acts as a fiduciary for all advisory accounts. - **Investment Discretion:** Offers both discretionary and non-discretionary account management. - **Investment Philosophy:** Utilizes a combination of fundamental and technical analysis to formulate investment advice and manage assets. Offers six model portfolios based on risk tolerance. **Advisory Business Description:** LIVIAN & CO. provides investment supervisory services, investment consulting services, and consulting services to other investment advisers. The firm selects investments based on various criteria such as performance history, industry sector, and management style. Additionally, they offer advice on securities not recommended by the firm but included in the client's portfolio upon request. **Investment Strategies & Risk:** The firm's strategies aim to mitigate market risks through diversification, with a focus on fundamental and technical analysis. Clients are advised on long-term investments, tactical short-term investments, and may utilize option transactions for portfolio protection or income generation. For more detailed information, please refer to LIVIAN & CO.'s official brochure dated March 24, 2025.