Lido Advisors, LLC, established in 2001, is an employee-owned investment management firm headquartered in Beverly Hills, California, with multiple offices across the United States. The company specializes in providing wealth management and philanthropy advisory services to a diverse range of clients, including high net-worth individuals, families, charitable organizations, and institutional investors. Lido Advisors invests in public equity and fixed income markets, offering alternative investment strategies such as portfolio management, volatility management, and long-term growth strategies to ensure stable cash flow for its clients.
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.
Avitas Wealth Management
Acquisition in 2024
Avitas Wealth Management is a specialized firm dedicated to serving multigenerational families. It offers a range of services, including tailored investment strategies, risk management, portfolio management, and comprehensive financial advisory services, all designed to meet the unique needs and goals of its clients.
Pegasus Partners
Acquisition in 2024
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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