Lido Advisors utilizes a holistic wealth management approach, taking into account the clients unique financial, tax and estate planning situation. Going Way Beyond Stocks and BondsTM, Lido utilizes unique investment strategies to put a clients goals within reach, and to manage volatility in the investment portfolio. We believe that a portfolio should contain assets that are truly less correlated to one another. Investing in real estate debt and equity, as well as unique hedge funds and private investments, provides a nice complement to more traditional investments such as stocks and bonds.
Let’s invest some time to create your personal strategy.
It’s your time. Invest wisely.
- Integrated wealth strategy with objective and personal financial advice
- Investment advice with an eye towards risk management
- Act as the quarterback for other needs, such as assisting with estate, tax, philanthropic and insurance planning *
* Lido Advisors, LLC does not provide legal or tax advice