“We are honored to have placed so highly on this prestigious ranking of the fastest-growing investment advisors in the country. I attribute our rapid growth to our highly skilled, dedicated staff who are committed to sharing their expertise and serving the best interests of our clients.”
LOS ANGELES (PRWEB) July 17, 2019
Lido Advisors, LLC, a full service, independent, registered investment advisory firm, was ranked at number 14 this month in Financial Advisor magazine’s 2019 listing of the Top 50 Fastest-Growing RIA (Registered Investment Advisor) firms in the United States.
Financial Advisor magazine each year ranks the 50 Fastest-Growing RIA firms with more than $300 million in assets under management (AUM). Last year, Lido Advisors came in at number 20.
Gregory Kushner, Senior Managing Director and Chairman of Lido Advisors, said: “We are honored to have placed so highly on this prestigious ranking of the fastest-growing investment advisors in the country. I attribute our rapid growth on this list to our highly skilled and dedicated staff who are committed to sharing their expertise and serving the best interests of our clients.”
The RIA firms that Financial Advisor contacted didn’t change plans or lose much sleep over the December markets slide. The markets came roaring back in the first quarter of this year, but the foreshadowing of less friendly market conditions can’t be ignored, the magazine reported.
As a Registered Investment Adviser (RIA), Lido Advisors provides wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Constantly aligned with the interests of the clients they serve, Lido Advisors’ 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 help provide peace of mind.
About Lido Advisors, LLC
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. It utilizes experience, creativity, and independence to grow, maximize and protect clients’ assets and legacy. Lido dedicates resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S.
The firm’s experienced team is comprised of independent thinkers, adept in hedging techniques, active allocations, sourcing third-party managers, and direct alternative investments. They are comfortable with a variety of approaches and investment strategies including private asset-based lending, direct real estate investments, and private equity. For more information, visit http://www.LidoAdvisors.com.
Financial Advisor Magazine’s “Top 50 Fastest-Growing Firms with More than $250 Million in AUM”: Financial Advisor Magazine selects its “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” recipients using a proprietary selection method which considers: adviser AUM (assets under management), AUM growth rate, assets per client, percent of growth in assets per client, and percent change in number of clients. The information used for selection is provided by the Advisor, sourced from regulatory disclosures and includes the magazine’s own research; no fee is paid for consideration in the selection process. The inclusion of a wealth manager on the “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” list should not be construed as an endorsement of the wealth manager by Financial Advisor Magazine. Working with a “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” wealth manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Financial Advisor Magazine in the future. Financial Advisor Magazine is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the “Top 50 Fastest-Growing Firms with More than $250 Million in AUM”, go to https://www.fa-mag.com/news/ria-survey---ranking-2019-45701.html