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
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, ...
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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 ...
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"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 ...
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Articles
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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