Livingstone Investment Partners provides tailored, discretionary investment consulting for successful business owners, c-suite executives and retired individuals. They also offer a range of corporate services, including cash management and stock option plan administration.
The team works closely with their clients to understand their priorities, and then provide exclusive access to exceptional investment opportunities that protect and build their wealth over time. All clients enjoy prompt, attentive, personal service, with regular face-to-face meetings scheduled to keep them well informed on progress towards their unique objectives.
Individual account minimums apply.
Livingstone Investment Partners