Welcome to the community!

Purchasing a new home is much more than buying an asset

Congratulations on landing in your new nest in Cardiff by the Sea. You caught our bird’s eye because we focus on servicing some of San Diego’s finest high-net-worth families.

1. Who we represent

Our clients are some of the most authentic families in San Diego and represent many different personalities, backgrounds and professions.

Most of them know what they want and are grounded and focused in their financial goals, but also are interested in planning and investment strategies designed to preserve their wealth and grow their assets intelligently.

2. Who we are

We are an independent boutique wealth management firm that offers a holistic financial planning approach to clients through services including advanced estate planning, tax mitigation strategies and portfolio management.

The Ibis business model provides expanded strategy offerings and the talented team required to offer expert service to choice clientele. Ibis Capital has approximately $330 million in assets under advisement and services approximately 95 clients.

3. We would love to meet you!

We keep our firm small and focused—choosy about who we engage with. We would be delighted to meet you and your family should you become interested in learning more about what we do.

Enjoy those favorite spots in Cardiff! I hope to meet you soon.

To learn more about us, please visit us at www.ibiscapital.com.

Sincerely,
Robert Meyer
Chief Executive Officer

At Ibis Capital, we are redefining the investor relationship by bringing innovation to your investment strategies through education and execution. We can establish self-directed accounts, manage your portfolio, and coordinate your overall investment strategy.

The above information is provided in the pursuit of sharing financial education and is not a solicitation.

Request a Consultation Today

Interested in learning more about how Ibis Capital can help you with your financial journey?

We’d love to talk with you. We’re generous with our time, and love meeting new people.