| Name | Title | Contact Details |
|---|---|---|
Mike Kozak |
Chief Technology Officer | Profile |
Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron`s and the Financial Times. Lido`s unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies. Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
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