Long N. Tran

Provides investment advisory services

Provides brokerage services

Functions as a College/University

MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources.

Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments.

WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.