We provide financial know-how that improves lives.
Ibis is the result of fulfilling the partnership we share with our clients. To that end, we vow to always provide objective advice, complete transparency, and a personalized investment experience to you and your family. Our venture represents a deeply personal opportunity for us to shape our own culture and work to establish a higher standard of service and performance within the financial services industry. Our aspiration is to establish long-lasting relationships that span generations, and we greatly value the opportunity to serve your family.
Ibis Capital is an independent 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 solution offerings and the talented team required to offer top-tier service to choice clientele. Ibis Capital has approximately $350 million in assets under advisement and services approximately 95 clients, including high-net-worth families, middle market business owners, pension plans, endowments, and foundations.
CEO & CHIEF INVESTMENT OFFICER
CHIEF REVENUE OFFICER
MANAGING PARTNER, STRATOS WEALTH PARTNERS
DIRECTOR OF ADVANCED PLANNING
CLIENT SERVICE MANAGER
RESEARCH ANALYST & TRADER
ASSOCIATE DIRECTOR OF BUSINESS DEVELOPMENT
CLIENT SERVICE ASSOCIATE
DIRECTOR OF COMMUNICATIONS & TECHNOLOGY