Lehmann, Livian, Fridson Advisors is an SEC-registered investment adviser specializing in fixed income. It manages investment portfolios for investors across the United States. Consistent and thorough risk management is the cornerstone of the firm's investment process. It focuses on keeping investment expenses low while utilizing tax-efficient strategies.
Prior to engaging in managing a portfolio, LLFA collects and reviews all relevant information. This includes your family, your professional background, your financial circumstances, your risk tolerance, and any unique circumstances. The firm is particularly sensitive to your tax situation and time horizon.
LLFA carefully defines a suitable investment program that reflects both your personal circumstances and the firm's capital market expectations.
LLFA builds a suitable investment portfolio to achieve your goals. Your accounts will be held at a reputable third-party qualified custodian. The firm pays particular attention to keeping portfolio expenses low and pursuing tax efficiencies.