Lido Advisors found Colorado Financial Management to be perfect fit
BOULDER — Lido Advisors LLC, the California-based firm that bought out investment firm Colorado Financial Management LLC last week, found CFM to be a perfect fit, Lido’s president told BizWest in an interview.
“We had been working with a consultant who knows Lido,” said Ken Stern, president of Lido, which has been on an aggressive path of expansion over the past few years. “This consultant had been working with Colorado Financial Management, too, and learned how they wanted to grow, what they wanted. This consultant started to create a process” for Colorado Financial to work with and learn about other investment…
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