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Building Strategic Foundations in Wealth Management

Joseph Penner, CEO of HSR, discusses the strategic foundations of wealth management with Ken Stern, President of Lido Advisors, exploring the dynamic and integrative approach that contributes to Lido's success.


View the full Interview with Lido Advisor President Ken Stern and HSR CEO Joseph Penner here.

Important Disclaimer:


Hill Street Realty (“HSR”) has a pre-existing business relationship with Lido Advisors and its affiliates (“Lido”). This relationship may incentivize both entities to make positive statements about each other, as well as their respective principal members. This video is not to be construed as an endorsement of Lido and neither Lido nor any of its affiliated persons have been compensated for their participation in this video. The expressions and beliefs of the individuals are solely their own at the time of recording, are subject to change without notice, and do not necessarily represent the views of HSR or Lido. The viewer is advised to conduct independent research prior to engaging any financial services firm.


The summaries, descriptions, and content in these videos are for informational purposes only and do not constitute tax, legal, or investment advice. The views expressed are those of the speakers and do not necessarily reflect the official policy or position of HSR or its affiliates. Investing in real estate involves risks, including potential loss of principal. HSR does not guarantee the accuracy or completeness of the information provided in the summaries or videos. Consult with qualified tax advisors, legal counsel, and financial planners before making any investment decisions.


Furthermore, these videos and their written summaries do not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. Any such offer will be made only by means of official offering documents and in accordance with applicable laws.

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