Lido Advisors, a boutique unbiased advisory in Los Angeles, has merged with Ken Stern & Associates, a San Diego-based wealth administration agency, creating an RIA with $four billion in shopper belongings.
Ken Stern & Associates, established in 1998, makes a speciality of superior funding administration, asset safety and legacy methods.
Lido supplies superior wealth planning, and in addition provides various investments, liquid hedging methods and tactical alternatives.
“By combining the facility of Lido’s broad community and Stern’s boutique strategy to wealth administration, we've the distinctive means to supply our purchasers with important sources and a workforce of extremely expert professionals targeted on their particular person wealth planning wants,” Stern stated.