Creating Smart Investment Solutions - Greg Kushner of Lido Advisors
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Creating Smart Investment Solutions - Greg Kushner of Lido Advisors
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Greg Kushner, the Founder and Chairman of Lido Advisors, grew his company's company's AUM from around $800 million in 2014 to $2.7 billion in 2017, a 238% increase, and to around $4.1 billion in 2018.
Lido Advisors is an independent registered investment advisor.
In this interview with Eversprint's Malcolm Lui, Greg shares how he and his team accelerated their high value sales by:
- Providing alternative investment solutions that go beyond just stocks and bonds.
- Hedging to reduce the downside risk of client portfolios.
- Capitalizing on the momentum of their rapid AUM growth, which has made it easier to win larger clients.
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