Cottonwood Heights, UT Office

Lido advises a broad mix of clients — including high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, trusts and estates, charitable organizations, corporations, pension and profit‑sharing plans, and pooled investment vehicles — and provides investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance and brokerage services. The firm oversees roughly $42.5 billion in regulatory assets and delivers services directly and through a network of affiliated entities such as Enterprise Trust Company, Lido Tax, Lido Personal Insurance Agency, and L-Pay.

The firm’s investment approach is an integrated wealth‑management model that balances asset allocation across equities, fixed income, cash, foreign securities, structured notes and both liquid and non‑liquid alternative investments. Lido employs tactical and defined‑risk option strategies — including its “Cap and Cushion” approach — and implements strategies through discretionary and non‑discretionary accounts, sub‑advisers, third‑party asset managers and Lido‑sponsored private funds.

What distinguishes Lido among large advisory firms is its active sub‑advisory and investment‑company role: it serves as sub‑adviser to the VanEck U.S. Equity Buffer ETF and has served as advisor to other funds, while an affiliated entity, Oakhurst Strategies, focuses on options‑based institutional strategies. The firm also combines traditional advisory services with an uncommon depth of affiliated capabilities (in‑house trust companies, a broker‑dealer, tax and administrative subsidiaries) and a layered ownership structure involving pooled vehicles advised by affiliates of HPS (owned by BlackRock) and minority interests held by Charlesbank, arrangements the brochure identifies as creating governance and conflict‑management considerations.