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
Behavioral Finance - The Preserver

Behavioral Finance – The Preserver

Are you devoted and loyal to friends and family? Do others see you as “even-keel” and “level-headed”? Are you content with what life has to bring instead of always reaching for unlikely, risky gains? If ...
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Employer Contributions – Matching or Non-Elective?

Employer Contributions – Matching or Non-Elective?

You’ve made the decision to establish a retirement plan for your company. That’s an important first step; but an employer-sponsored retirement plan is only as effective as its design. Therefore, step two is crucial: hire ...
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Ibis Capital Cyber Security Event - Protect Yourself Online

Ibis Capital Cyber Security Event – Protect Yourself Online

Ibis Capital Cyber Security Event Last Thursday, September 28th, Ibis Capital hosted our Cyber Security. In today's increasingly technology-dependent world, cyber security has become a key component of every asset protection strategy. Our goal was to ...
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Articles
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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