LIDO

Lido serves a broad mix of clients — high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, pensions, trusts, estates, corporations and pooled investment vehicles — and offers investment management, financial planning, family office services, trust and fiduciary services, and related tax and insurance referrals. The firm also acts as advisor to a registered mutual fund (Oakhurst Strategic Defined Risk Fund, OASDX) and provides both discretionary and non‑discretionary portfolio management and reporting for thousands of client accounts.

Lido describes an integrated wealth management approach that blends core equity, fixed income, cash and alternative allocations and seeks to manage volatility through tactical overlays and derivatives; the brochure highlights the firm’s options‑based “Cap and Cushion” strategy and use of liquid and non‑liquid alternative investments. Lido also routinely uses third‑party asset managers and sub‑advisers, deploys pooled private investment vehicles (Lido Private Funds), and manages accounts on a primarily discretionary basis while providing tailored asset‑allocation plans and family office services.

Compared with many large advisors, Lido operates across advisory, trust and product platforms — including affiliated trust companies, a subsidiary broker‑dealer (Lido Securities), and its own private funds and options platform (Oakhurst Strategies) — and serves as manager or sub‑advisor to pooled vehicles that use derivatives and alternative strategies, reflecting activity more typical of a trading advisor/commodity pool operator. The brochure also reflects Lido’s recent consolidation of several acquired firms (with heritage client transition schedules and legacy fee arrangements) and notes use of predecessor performance in its materials, which together mark an operational profile that differs from many peers.