Wealth Management
We strive to provide comprehensive and unique investment and wealth strategies designed to grow, protect, and maximize our clients’ legacies.
We dedicate our resources to offer new, innovative, creative, and cutting-edge solutions for our clients. Your investment goals must coordinate in harmony to achieve the ultimate goal of optimizing, controlling, and protecting your legacy.
Why Choose Us
Credibility
Our wealth management experts are equipped with the resources and expertise to assess your financial needs and design a plan that aligns with your desired investment approach.
Responsiveness
A dedicated Private Banker and team of professionals are available to our clients at all times, regardless the time or location.
Creativity
We're proud to offer solutions that are creative and flexible to the unique circumstances and wealth of our clients.
Our Services
As a fiduciary, we employ an investment management process that is disciplined, thoughtful and free from conflict. We manage investment strategies incorporating the best thinking and financial expertise of the most experienced firms in the financial services industry.
Discretionary Portfolio Management
We understand that our clients’ busy schedules may not allow the time and attention that managing their investments really requires. This is why our wealth management team is prepared to help craft investment strategies that consider the complete picture of our client’s finances, risk tolerance and timing needs.
Ask About Our Wealth Management OptionsSelf-Directed Investments
Through our brokerage subsidiary, IDB Capital, you can manage your portfolio while still benefiting from our IDB investment specialists’ knowledge to help you make decisions that align with your investment strategy. From Capital Markets and mutual funds to retirement planning services, IDB Capital offers many self-directed investment options for you to choose from.
Visit IDB CapitalLearn More About IDB Bank
A new joint venture, to be called IDB Lido Wealth, will combine Lido Advisors' superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients.
Get access to IDB's latest information regarding its financial performance and quarterly updates.
We're a client-first bank with more than 70 years of experience servicing clients in the U.S. and overseas.