Downtown-San-Diego

We are a boutique investment firm, offering expertise, innovation, and service.

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Our investment philosophy is to strive for steady growth while staying cost conscious.

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We strive to build value by providing more than the average investment planning shop.

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Education is important to us, and a key to our success.

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Character defines us, ethics are at our core, and service is our passion.

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Our clients are established people who are well-rounded and balanced.

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We consider the individual, even at an emotional level.

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We are independent and entrepreneurial, utilizing and offering leading-edge software.

Bird's Eye View
Should I pay off my mortgage?

Should I pay off my mortgage?

“What should I do with my mortgage?” Every homeowner has asked this question, and for good reason. For many, their home is their largest financial asset. And, since most can’t afford to purchase their dream ...
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Behavioral Finance - The Follower

Behavioral Finance – The Follower

Do you often follow the lead of friends and colleagues, whether in career moves, parenting styles, or stock picks? Are you content with decent investment returns instead of trying to “beat the system”? Are you ...
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Bonds Explained - How Do They Work & Why Own Them?

Bonds Explained – How Do They Work & Why Own Them?

The investing world boasts a wide variety of financial products, such as annuities, Exchange Traded Funds (ETFs), hedge funds, options and futures contracts.  Underneath nearly all of these complex strategies are two basic building blocks: ...
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News
Ibis Capital® Hosts Cyber Security Event Featuring Cyber Security Expert John O'Connor

Ibis Capital® Hosts Cyber Security Event Featuring Cyber Security Expert John O’Connor

Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial freedom, announced today that it will hold its annual Fall client education event on Thursday, September 28. This year’s topic will ...
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Ibis Capital® Expands Customized Retirement Plan Services

Ibis Capital® Expands Customized Retirement Plan Services

San Diego-based small to mid-sized businesses benefit from modernized retirement plan designs that offer competitive fees with exceptional service. SAN DIEGO--(BUSINESS WIRE)--Ibis Capital®, a boutique wealth management firm for successful families seeking to achieve financial ...
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Here’s What Advisors Are Worried About

Here’s What Advisors Are Worried About

Robert Meyer, Chief Investment Officer, Ibis Capital; San Diego I’m most concerned about tax reform in the U.S. The market has gone up on the tail wind of expectations that tax reform would relax consumers ...
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