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“Upon completing our third and largest M&A transaction this year, Lido Advisors is poised to continue its rapid growth and market expansion going into 2020 and beyond,” said Jason Ozur, Senior Managing Director and President of Lido Advisors.
LOS ANGELES (PRWEB) October 22, 2019
Lido Advisors, LLC, a full service, independent, registered investment advisory firm, announced today Robert Marton CFP® CIMA® and John Bute CPA(Inactive), formerly of the Marton Bute Wealth Management Group based in Boca Raton, Florida have joined Lido Advisors as of October 18, 2019.
“Upon completing our third and largest M&A transaction this year, Lido Advisors is poised to continue its rapid growth and market expansion going into 2020 and beyond,” said Jason Ozur, Senior Managing Director and President of Lido Advisors.
“I am very pleased with the strategic M&A work that our executive management team has been diligently executing,” said Gregory Kushner, CPA(Inactive), Senior Managing Director and Chairman of Lido Advisors.
Robert Marton comes aboard as Lido Advisors’ newest Managing Director. Robert’s duties will contribute greatly to Lido’s growth efforts as he focuses on business development, client experience and innovative wealth strategies. John Bute has also joined the ranks of Lido Advisors in a Director position where John will be instrumental in various aspects of investment oversight, macro-economic strategy and client experience.
Brad Hixson, Executive Vice President of Lido Advisors said, “We are eagerly looking forward to the great work ahead with Bob, John and their team to enhance Lido’s presence in Florida and the Southeast. This is another important continuation of our national expansion campaign as Florida and the Southeast are key geographic territories for Lido Advisors. Bob, John and their team's commitment to client service and exceptional wealth management will be instrumental in launching our expanded presence in the area.”
Robert Marton said, “We are truly honored and excited to be joining such an excellent financial advisory team with a skilled roster of planners and strategists. From advanced wealth management to unique investment offerings and innovative legacy designs, we intend to continue growing Lido’s robust catalogue of opportunities for its valued clientele.”
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. Lido has consistently sought high-value investment strategies and prides itself in offering these strategies directly to clients that may have had limited access previously.
Lido’s advanced technology and skilled team offer investment planning with due consideration to estate and tax planning designed to control, maximize and protect a legacy. As fiduciaries, Lido Advisors is founded on core principles that include maintaining the highest levels of integrity and transparency in process, costs, investments and reporting, while always striving for solid risk-adjusted returns. As part of the wealth and asset management process, Lido Advisors takes great care to educate and inform its clients about investment ideas and innovative tactics to help provide peace of mind and keep them involved in our trajectory toward the future.
About Lido Advisors, LLC
Lido Advisors is a national wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. Lido utilizes experience, creativity and independence to grow, maximize and protect the assets and legacies of its clients. Lido dedicates resources to the development of coordinated wealth planning to offer innovative, creative and cutting-edge solutions to high-net and ultra-high-net worth individuals, families and charitable organizations in major cities across the U.S.
Lido’s investment discipline focuses on risk management, cash flow and capitalizing on opportunities presented by the ever-changing market and economy. Our experienced team is comprised of independent thinkers adept in hedging techniques, active allocations and sourcing third party managers and direct alternative investments such as private asset-based lending, equity real estate and private equity. With our knowledge and understanding of various disciplines, we have the tools to develop customized solutions and unique investment strategies for select individuals, families and institutions.
About Robert Marton and John Bute
Robert Marton, CFP®, CIMA® is the newest Managing Director to join Lido Advisors, LLC and a founding member of his former wealth management group, Marton Bute Marcus Wealth Management Group, a major wire house based in Boca Raton, Florida. Bob is a Forbes Best-In-State Wealth Advisor who sets strategic direction and vision by working closely with the team to deliver superior wealth management services to clients. Robert Marton holds a Certified Financial Planner, CFP® designation as well as a Certified Investment Management Analyst, CIMA® designation as an investment management consultant.
John Bute, CPA* (Inactive) joins Lido Advisors, LLC as a Director with over 30 years of experience in financial services. John focuses on customized wealth planning, portfolio management, and tax mitigation strategies. Now a senior member of the Lido Advisors team, John brings his skills and experience to the table in service of the client experience, providing unique and time-tested insights for the benefit of their financial plans and investment goals.
Disclosures
Lido Advisors, LLC does not provide legal or tax advice. Any investment has tax and legal consequences. You should consult with a licensed professional prior to making any investment.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute (the Institute) is the owners of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.