Goldline Research Names Lido Advisors, Inc. Leading Wealth Manager of Southern California

BEVERLY HILLS, Calif., July 20 /PRNewswire/ --  Lido Advisors, Inc., an employee-owned independent registered investment advisory (RIA) firm, has been named one of Southern California's leading wealth managers by Goldline Research, a market research company that evaluates professional services firms on behalf of consumers.  The Goldline Research top wealth managers listing is published annually in Forbes.

Founded in 1999, Lido Advisors is a fee-based wealth management firm that provides personalized, comprehensive asset management and financial planning services to high-net-worth individuals, families, trusts, and non-profit organizations throughout Southern California.  

"Acknowledgements of this kind are always appreciated," said Lido Advisors President and Founder Gregory P. Kushner.  "They reaffirm our commitment to preserve and strengthen each and every client's financial position and our motivation to provide exceptional investment and wealth management results."

All financial advisory firms that successfully pass the Goldline certification process must complete a comprehensive interview process, possess up-to-date state and/or federal licenses, and no have no outstanding disciplinary actions with the Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA).  Selected firms must also meet or exceed stringent wealth management industry benchmarks.

According to George Schaeffer, an analyst at Goldline Research, the wealth manager landscape in Southern California is one of the most competitive in the country. During the course of the Goldline Research study approximately 2,100 SEC registered investment advisers and 5,100 individuals holding Certified Financial Planner (CFP®) designation were identified and evaluated.

"Lido Advisors has distinguished itself from thousands of wealth managers in the region, exceeding industry benchmarks based upon its experienced management, breadth of services, exclusive investment opportunities and dedicated focus on wealth creation and asset preservation," Mr. Schaeffer stated.

Lido Advisors has built its practice as an alternative to large brokerage houses and bank-owned firms within an increasingly complex investment environment providing objective financial planning, investment opportunities often available only to larger institutional investors, and access to Lido Consulting, Inc., its affiliate providing management services for large family offices generally with $100 million or more in assets.  For more information please call (310) 278-8232 or visit www.lidoadvisors.com.

About Lido Advisors, Inc

Lido Advisors, Inc. is a fee-based employee-owned registered investment advisor (RIA) that was established as an alternative to large brokerage houses and bank-owned firms to provide wealth management and financial planning for high-net-worth individuals, families, trusts, and non-profit organizations. Lido also utilizes investment opportunities often times available only to larger institutional investors. Founded in 1999, corporate headquarters are at 9100 Wilshire Boulevard, Beverly Hills, CA 90212. For more information please call (310) 278-8232, ext 111 or visit www.lidoadvisors.com.

About Goldline Research

Goldline Research is a marketing and information services firm that empowers consumer choice by identifying leading professional services providers. Goldline evaluates professional services firms and providers using a rigorous, proprietary research methodology which has helped thousands of consumers find high quality service providers. Goldline was named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information, visit www.goldlineresearch.com.

SOURCE Lido Advisors, Inc.