Services

We help you accumulate, preserve, and efficiently transfer wealth
INITIAL CONSULTATION

 

Prior to engaging in managing a portfolio, we collect and review all relevant information. This includes your family, your professional background, your financial circumstances, your risk tolerance, and any  unique circumstances.

 

We are particularly sensitive to your tax situation and time horizon. 

INVESTMENT PLANNING 

 

We carefully define a suitable Investment Program that reflects both your personal circumstances and our capital market expectations.

PORTFOLIO MANAGEMENT

 

We build a suitable investment portfolio to achieve your goals. Your account(s) will be held at a reputable third party qualified custodian.

 

We will pay particular attention to keeping portfolio expenses low and pursuing tax efficiencies. We provide clear, informative reports on your investments.

“I’ve devoted my career to separating the wheat from the chaff, both in analyzing companies’ financial statements and in examining investment strategies. At LLFA I apply my accumulated knowledge to helping individual investors secure their future.”

Martin Fridson, CFA, Chief Investment Officer

Please Click Here For Important Disclosures and a Customer Relationship Summary:
- FORM CRS (Customer Relationship Summary)
- FORM ADV (Firm Brochure)

This site has some hyperlinks to other websites and blogs. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of us. Lehmann Livian Fridson Advisors LLC (LLFA) does not endorse, approve, certify, or control third party content and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by LLFA.

 

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