Lido Advisors, LLC is an employee-owned investment management firm founded in 2001 and headquartered in Beverly Hills, California. The company specializes in providing wealth management and philanthropy advisory services primarily to high-net-worth individuals and families, as well as to charitable organizations and various institutional clients. Lido Advisors focuses on delivering comprehensive wealth planning solutions, which include alternative investment strategies, portfolio management, and volatility management aimed at achieving long-term growth and stable cash flow for its clients. In addition to its headquarters, Lido Advisors has multiple offices across the United States, including locations in Texas, California, Colorado, Florida, Georgia, Illinois, Washington, Arizona, Maryland, and New York. The firm operates as a subsidiary of Lido Advisors Holdings, LLC.
BluePointe Capital Management is a registered investment advisory firm located in Menlo Park, California. Founded in 2006, the firm focuses on providing wealth management and investment consulting services primarily to successful entrepreneurs and business professionals in the Bay Area. With a dedicated executive management team overseeing asset management, BluePointe aims to assist clients in developing effective financial plans to secure their financial futures.
Pegasus Partners is a wealth management firm located in Mequon, Wisconsin, established in 2015. The firm specializes in fee-based consulting services that encompass investment management, financial planning, and risk assessment. Its offerings also include liquidity needs analysis, insurance evaluation, education savings planning, and charitable giving strategies. Additionally, Pegasus Partners provides consulting for closely held businesses and tax planning, as well as retirement savings solutions. The firm is managed by an experienced executive team dedicated to overseeing client assets and ensuring tailored financial strategies.
Enterprise Trust & Investment
Acquisition in 2022
Enterprise Trust & Investment Company specializes in providing investment management and fiduciary services tailored for high net-worth individuals. The firm focuses on a non-product, non-commission approach, ensuring its clients receive unbiased advice. Its offerings include wealth transfer, income support, and succession planning, all aimed at delivering personalized strategic asset allocation and portfolio management. By emphasizing tax efficiency and customization, Enterprise Trust & Investment aligns its services with the specific aspirations and comfort levels of its clients, fostering a high-quality, professional experience in investment management and trust services.
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