Livian & Co

Livan & Co. provides tailored wealth planning and financial education to protect investments and legacies.

Our equity investment approach stems from robust academic findings and is based on our internal research process. The main characteristics of our approach are:

The page clarifies sustainable investing practices and distinguishes misleading ESG investment claims.

The company builds portfolios focused on generating income and capital appreciation in low-interest-rate environments.

Holistic Solutions to Financial Problems and Customized investments for Entrepreneurs, Executives and Professionals. How we Execute Portfolio Management.

The page explains that discounts to net asset value (NAV) in closed-end funds (CEFs) are not always straightforward opportunities.

The page analyzes the relationship between Iran, oil, and global markets using data-driven insights.

The page presents a market update on pressures affecting the S&P 500, tariffs, and trade tensions, featuring CEO Michael Livian.

Livan & Co. seeks CFA charterholders and other talent to join its financial advisory team.

David Shahverdi is the Equity Portfolio Manager at Livian & Co. A seasoned professional, Sagar provides clients with expertise in equity investing.

Livan & Co. connects clients in New York City, Miami, San Diego, and San Francisco with a financial advisor team.

Marty Fridson is the Chief Investment Officer at Lehman Livian Fridson Advisors and Livian & Co. featured in the New York Times, Forbes, Bloomberg, +more

Michael Livian is the Chief Executive Officer and Portfolio Manager at Livian & Co. which he founded in 2010 with partners after a long career in finance.

Livan & Co. provides financial services in the United States, Brazil, Germany, Japan, Italy, Israel, Panama, and Thailand.

Investment Advice. Business Exit Planning. Livian & Co. helps CEOs, Entrepreneurs, Families Build, Preserve and Transfer Wealth. Fee-only.