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1875 Century Park E #950, Los Angeles, CA 90067

events@lidoconsulting.com | Tel: 310-278-8232

Disclaimer: Lido Consulting Inc. is affiliated with Lido Advisors, LLC and Oakhurst Advisors, LLC and provides and promotes educational and professional networking events and forums. Lido Consulting Inc. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities

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Provident Trust Group

Provident Trust Group, an Ascensus owned company, is a retirement custodian that specializes in alternative asset custody with $8 billion in assets under custody and over 35,000 clients. We have been named “America’s Best IRA Custodian” since 2015 and have been on The Wealth Advisor’s list of “America’s Most Advisor-Friendly Trust Companies” since 2012.

 

Our vision is to change the way people think about investing and expand the opportunities available to them. We are committed to providing clients with greater visibility and access to alternative assets, while setting the standard for the non-standard.

 

With a proprietary technology platform, we serve clients interested in alternative asset classes yielding transparency to advisors allowing them to monitor investment progress in real-time.  Provident Trust Group is dedicated to assisting advisors and clients with unique financial opportunities.

 

Supported by Ascensus, a company that has helped people save for retirement for nearly 40 years with $185 billion in assets under custody and over 7 million clients, our core foundation inspires us to deliver an optimal client experience.

Jeffrey Minnick

Senior Sales Executive

Jeff Minnick is a Senior Sales Executive helping educate investors on alternative self-directed retirement products. He specializes in helping companies raise additional capital by expanding distribution channels for investment providers and advisors.

 

He values and establishes trust as his first priority, which is critical, as he is a relationship driver for his network of thousands of individuals yielding high growth resulting in over $1B in assets in less than seven years.

 

Jeff actively seeks to solve problems for clients by surrounding himself with strong teams and companies yielding more variety with investment strategies in the alternative asset custody space.

Lindsay Mersino, CISP

Senior Leader, Channel Strategy & Education

Lindsay Mersino is a Senior Leader specializing in channel development and educational strategies.  She has been in the self-directed retirement industry for over eight years and is a pioneer for service and educational excellence. 

 

She enjoys educating clients on how to utilize retirement funds for alternative investments.  Lindsay lends her expertise to her colleagues, channel partners, and thousands of clients and businesses nationally.

Lindsay received the Certified IRA Services Professional (CISP) designation in 2015 from the Institute of Certified Bankers and continues her education by attending and participating in conferences and classes and also teaching throughout the United States.