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-Gain Harvesting - Save on Future Taxes

Tax-Gain Harvesting – Save on Future Taxes

2017 has been a great year for the stock market. Despite uncertainty around tax reform, verbal skirmishes with North Korea, and an aging bull market, the market continues its quiet and steady march forward. The ...
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Supercharge Your Giving - Donating Complex Assets

Supercharge Your Giving – Donating Complex Assets

What do you think of when you hear the words “charitable gift”? Perhaps a postage-paid donation envelope, a puppy-shaped box for pocket change at your local humane society, or a raffle fundraiser at your local ...
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Year-End Planning - Are You Ready for 2018?

Year-End Planning – Are You Ready for 2018?

With the beginning of November this Wednesday, 2017 is quickly coming to a close. Are your finances ready for end of year? Before you get swept away in the hustle and bustle of the holidays, ...
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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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