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.
Greg Kushner, Founder & President of Lido Advisors, Inc. is “honored that Lido Advisors has been selected by Goldline Research as one of the leading investment advisory firms in Southern California.” Mr. Kushner stated that “since 1999, Lido Advisors has consistently updated its approach to managing client assets, adjusting to market conditions while keeping an eye on the goals and objectives of each individual client.”
More than 2,100 Securities and Exchange Commission registered investment advisors and more than 5,100 individuals holding a Certified Financial Planner (CFP®) designation were identified in the region during the research, which was completed in May 2009. “Those selected provide extensive client service that exceeds the industry standard,” said George Shaeffer, Analyst, Goldline Research. “We believe that they are setting the benchmarks for the industry as a whole.”
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.