At Yaish Financial we’re committed to helping you better understand and define your Financial Why(TM). We believe this deep dive approach empowers our clients to gain a level of clarity and allows us to offer a more refined consultative approach.Depending on the age of the special needs individual, it is important to identify what opportunities and benefits are available in the “today” (3-6 months), in the immediate future (6-12 months) and beyond. The key here is a combination of education and communication. We are not here to recreate the wheel, only to provide our clients with the knowledge to choose which wheel to get behind, and what path will prove advantageous for their family.

Ronn Yaish works closely with the executives of Livian & Co. and assists the firm in its business development and client acquisition activities.

Ronn Yaish focused on a combination of marketing, business development and to assist in portfolio managementLivian & Co. is an asset management firm founded in 2010 by a group of senior investment professionals and high net worth investors. Livian & Co. is a long term, unconstrained, value-oriented investor. The investment process is based on both a top-down global macro approach and bottom-up security selection.Livian & Co., assists clients with the management of their wealth like institutions: Their strategies are based on robust academic findings and empirical evidence; Livian & Co. uses advanced trading, portfolio accounting and reporting technologies while striving to minimize their costs.

Assisted the Chief Executive Officer in Macro-Economic Research. During which time Ronn developed an automated report using Bloomberg’s API. Helped the Director of Marketing revamp the firm’s marketing materials and furthered its exposure in the social media space. Supported both the equity & high income portfolio managers in their due diligence and fundamental analysis.