Ivan's Circle

Office Telephone: O: (310) 278-8232 ext: 163 C: (310) 480-9917

Email: elevy(at)lidoadvisors(dotted)com

I provide individualized wealth management services tailored to the unique situations of high net-worth individuals who are retired, or are contemplating retirement, trusts, and "emerging" professionals. I am able to create holistic investment solutions utilizing alternative asset classes, such as real estate and private placements, to compliment traditional equity and fixed income investments. I am a licensed attorney in California with over a decade of practice experience.