January 2011 Clique Magazine Interview of Jeffrey Westheimer

January 31, 2011

Being able to offer a relatively smooth ride in the choppiness of the market over the past two years has helped Lido Advisors, Inc. attract a host of new clients.

"We've grown in solid double digits (by percentage) for net new assets this year, and that is following similar growth the year before," says Jeffrey Westheimer, Senior Vice President at Lido Advisors. "So we're having some very good inflow years as clients are looking for control and less volatility in their investment portfolio and financial life."He credits the firm's investment approach and high-level client service for its success with clients. continued

Lido Advisors, Inc. Selected as One of
The Leading Wealth Managers of Southern California

Beverly Hills, CA, July 7, 2009:

Lido Advisors, Inc., a leading provider of Investment Advisory and Wealth Management services, today announced that it has been selected by Goldline Research as one of the leading Wealth Managers of Southern California for 2009. The list of leading Wealth Managers of Southern California was published in the June 22nd issue of Forbes.

About Lido Advisors, Inc.

Lido Advisors, Inc. (www.lidoadvisors.com) is a full service, boutique investment advisory firm that has built its practice as an alternative to the large brokerage houses and bank-owned firms. As a Registered Investment Advisor (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. 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. 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.

Lido Consulting, Inc. is an affiliated company founded in 1995 to serve individuals and families with substantial wealth and their own in-house team managing their investment, personal and business interests (i.e. "Family Offices"). One of the leading organizations of its kind in the country, Lido Consulting facilitates the sharing of investment and management ideas with Family Offices in California and around the country. Lido Consulting has created a network that includes many of the top investment professionals and companies that are working on cutting edge products and services in this increasingly complex investment environment. Through these relationships, Lido Advisors is able to gain access to some of the most sophisticated investment for its advisory clients.