Lido Advisors, a boutique impartial advisory in Los Angeles, has merged with Ken Stern & Associates, a San Diego-based wealth administration agency, making a registered funding advisor with $three.7 billion in consumer belongings.
Ken Stern & Associates, established in 1998, makes a speciality of superior funding administration, asset safety and legacy methods.
Lido gives superior wealth planning, and likewise gives different investments, liquid hedging methods and tactical alternatives.
“By combining the facility of Lido’s broad community and Stern’s boutique strategy to wealth administration, now we have the distinctive potential to supply our shoppers with important assets and a workforce of extremely expert professionals centered on their particular person wealth-planning wants,” Stern mentioned.