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
Tax-Free Growth for High Earners - The Roth Alternative iUL

Tax-Free Growth for High Earners – The Roth Alternative iUL

A high income brings many benefits. Unfortunately, easy access to tax-free growth is not one of them. With the IRS barring higher earners from Roth IRAs, investors must find other sources of tax diversity in ...
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Behavioral Finance - The Independent

Behavioral Finance – The Independent

Are you an innovative thinker, willing to hold your own opinions?  Do others describe you as strong-willed, individually-minded, and self-confident, unafraid to involve yourself in new and unfamiliar areas?  Were you active in creating your ...
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ETFs Explained - What Are ETFs and Why Are They So Popular?

ETFs Explained – What Are ETFs and Why Are They So Popular?

Every industry has its fair share of lingo, and the investment world is no exception. Opening the business section of the Wall Street Journal can feel like trying to decipher Latin. The readers find themselves ...
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News
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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Wealth Management in Age of Trump: Be Patient, Cautious and Ready to Act

Wealth Management in Age of Trump: Be Patient, Cautious and Ready to Act

Robert Meyer is chief executive of Ibis Capital in San Diego. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Alex ...
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