Jeffrey J. Westheimer - Investment Mgmt - Financial Advisor / Wealth Management - Investment

Profession	Investment Mgmt

Specialty	Financial Advisor / Wealth Management - Investment

Group	BH3 [GLIT - EC]

Business Name	Lido Advisors, Inc.

Title	Senior Vice President

Address	9100 Wilshire Blvd Suite 350W Beverly Hills, CA 90212-3437

Work Phone	(310)278-8232 x105

Fax	(310)278-8267

Web Site	www.lidoadvisors.com

Member Since	5/2011

Lido Advisors, Inc. is a boutique registered investment advisory firm (RIA) located in Beverly Hills that provides holistic wealth management services for its clients. As a fee only RIA, Lido Advisors acts as a fiduciary for our clients, and are truly an independent and objective resource for all of their financial planning and investments needs. With an analytical approach to investment management, our goal is to maintain a cost effective, tax efficient, transparent and liquid investment portfolio for our clients that match their goals and risk profile. More than anything, we seek to provide our clients with control over their financial lives, and take special care in educating them about their investment portfolio and financial situation. Jeffrey specializes in working with entrepreneurs, service professionals (lawyers, doctors, CPA's, consultants, etc), families and small-to-mid sized businesses owners.

Lido Advisors, Inc. is a full service, boutique investment advisory firm who has built its practice as an alternative to the large brokerage houses and bank-owned firms. As a Registered Investment Advisor (RIA), Lido provides financial planning and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices from around the country. We also provide retirement plans (401K's, 403B's, etc) for businesses of all sizes.

Independent & Objective:
- Advice free from conflicts of interest
- Fiduciary duty to act in the best interests of our clients
- Complete open architecture---we are not confined to a particular platform or company�s investment products
- Safeguard assets with both Schwab Institutional & Fidelity Institutional Wealth Services�two of the largest custodians of investor assets

Personalized Client Service:
- Work with clients to understand their unique needs & objectives
- Integrate with clients� business manager, CPA, attorney or other advisers
- Maintain a comfortable atmosphere that is interactive and confidential
- Each client is served by the entire Lido team, not just one individual

Create ONE PLAN for the Client: Customized Investment Plans & Consolidated Reporting:
- Create a plan that fits the clients lifestyle and needs, based on the goals and risk profile
- Integrate all of a client�s assets, so there is proper diversification and thorough planning
- Provide consolidated reporting, for a true financial snapshot containing all of a clients investments

Investment Philosophy:
- Create a customized investment portfolio for each client.
- Manage, transfer & avoid risk to match the clients objectives.
- Diversified investment strategy and proactive risk controls to lower volatility.

- Multi-Generational Families
- HNW Individuals
- Service Professionals: Lawyers, CPA's, Consultants, etc.
- Entrepreneurs & business owners of all types

*$500,000 portfolio minimum
*Average Account Size: ~$2.5

Information Not Available

Lido Advisors, Inc. maintains its headquarters in Beverly Hills, CA, and serves clients around the country.

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Charities	Water Buffalo Club: Member


Graduate Degrees	JD Accredited Wealth Management Advisor


College Degrees	BA, University of Texas at Austin


Organizations	IMCA, ABA, BHEPC


License Number	7, 66

Beverly Hills - Investment Mgmt

Specialties: Financial Advisor / Wealth Management - Investment