Lido Advisors, Inc. is a full service, independent Registered Investment Advisery firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. Developing long-term relationships with its clients, Lido Advisors provides an objective, conflict-free approach to investment advising, blending the best aspects of large firm resources with the personal service and touch of a boutique firm.
As a Registered Investment Adviser (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Constantly aligned with the interests of the clients they serve, Lido Advisor’s core principles include maintaining the highest levels of integrity and transparency in process, costs, investments and reporting, while striving for solid risk adjusted returns. As part of the wealth management process, Lido Advisors takes care to educate and inform its clients regarding investment ideas and strategies, keeping the client involved throughout the process to provide peace of mind.
At Lido, we utilize experience, creativity and independence with the goal to grow, maximize and protect our client’s assets. Meeting and exceeding your wealth management goals is our passion and focus. Economic and market cycles, tax reform, and the unknown are not exceptions–they are constant considerations as well as potential opportunities. Our knowledge in various disciplines affords us the capability to analyze complex situations and develop practical solutions personalized for you, your family and/or business. The ultimate goal is the realization and protection of your legacy.
CUSTODY OF CLIENT ASSETS
Lido Advisors has relationships with two of the largest global custodians of client assets; Schwab Institutional and Fidelity Institutional Wealth Services. By utilizing independent third party custodians, Schwab and Fidelity “hold” client assets while Lido Advisors “manages” client assets. This is an important distinction essential in providing protection for client assets.