Banking & Finance  January 17, 2023

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…

Related Posts

Ken Amundson is managing editor of BizWest. He has lived in Loveland and reported on issues in the region since 1987. Prior to Colorado, he reported and edited for news organizations in Minnesota and Iowa. He's a parent of two and grandparent of four, all of whom make their homes on the Front Range. A news junkie at heart, he also enjoys competitive sports, especially the Rapids.
Sign up for BizWest Daily Alerts
Closing in 8 seconds...