Downtown-San-Diego

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

13LKG0AGI0

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

StockSnap_3TXG01NE69

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

StockSnap_I7M3L9301A

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

StockSnap_3TXG01NE69

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

StockSnap_3TXG01NE69

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

StockSnap_3TXG01NE69

We consider the individual, even at an emotional level.

StockSnap_3TXG01NE69

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

Bird's Eye View
Self-Directed 401(k) Plan - Take Control of Your Retirement

Self-Directed 401(k) Plan – Take Control of Your Retirement

In today’s increasingly personalized world, we’ve come to expect easy, intuitive ways to customize the services and products we use to fit our individualized needs and situations. This is especially true with our finances. Unfortunately, ...
Read More
Behavioral Finance – Don’t Let Emotions Rule Your Thinking!

Behavioral Finance – Don’t Let Emotions Rule Your Thinking!

I’d gotten the better of myself again. There he was—young, blonde, and single…  And that’s all I knew.  Week after week, he sat in the chapel’s balcony just one pew ahead of me, and yet ...
Read More
"Safeguard and Grow Your Wealth" - Asset Protection Tips, Real Estate Update, and More

“Safeguard and Grow Your Wealth” – Asset Protection Tips, Real Estate Update, and More

Last Thursday, April 27th, we hosted our 3rd annual State of the Firm event, “Safeguard and Grow Your Wealth," at The Santaluz Club.  Thank you to all attendees for sharing this evening with us and ...
Read More
News
Ibis Capital® Hosts Third Annual Expert Panel to “Safeguard and Grow Your Wealth”

Ibis Capital® Hosts Third Annual Expert Panel to “Safeguard and Grow Your Wealth”

Ibis Capital®, an independent wealth management firm for successful families seeking to achieve financial peace of mind, will host a discussion on April 27 at The Santaluz Club in North County, San Diego to provide ...
Read More
Don’t Let Emotions Influence Your Investing Decisions

Don’t Let Emotions Influence Your Investing Decisions

By Robert L. Meyer, CEO/CIO for Ibis Capital Let's face it. Investing is difficult, and being human makes it harder. That's why even the smartest people are affected by cognitive biases, especially when it comes ...
Read More
Behavioral Finance Reckons With Bulls, Bears and Biases

Behavioral Finance Reckons With Bulls, Bears and Biases

FINANCE: Advisors Take Emotional Baggage Into Account With Clients By SARAH DE CRESCENZO San Diego — It’s the phone call that wealth managers dread when the stock market is bearish and investors are restless...  Someone ...
Read More