Advisor Services

Lido Advisors utilizes 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.

INTEGRATED WEALTH STRATEGY

Planning for the known, as well as the unknown, are made possible by having both the knowledge and experience to be able to craft a strategy with the creativity to think through the various possibilities. By incorporating and embracing the areas of estate, tax and investment management, the family integrates the essential elements of these areas in one’s life that, if planned for, can make a measurable difference.

CUSTOMIZED REPORTS

Lido Advisor clients can receive comprehensive analysis and reports for Lido Advisors, along with a monthly statement from the custodian. Numerous customized reports can be requested and generated in the areas of: investment performance, tax efficiency, portfolio appraisal, asset allocation, cash flow and fixed income reporting.  These reports help the client understand their current investments, performance and risk level in the portfolios.