The Ibis Experience is personal and compelling. It’s a direct result of our forward-thinking business model.

What To Expect

Openness and transparency are the traits we pride ourselves on as we strive to build accountability and trust. We believe that the more you know about our firm, our philosophy, our services, and our client resources, the more comfortable you’ll be. We want to see you succeed and are relentless in our process to get you there.

Ibis Capital was created with conviction for upholding a firm in partnership with our clients, standing as a beacon in our industry and challenging the status quo. At Ibis, we utilize a platform of open architecture, accessing opportunities from multiple sources to provide our clients with a broader array of investment choices. Further, Ibis reaches beyond proprietary resources to partner with industry leading software providers, allowing us to offer innovative tools for performance reporting, trading, and retirement planning. This cutting edge structure provides us the opportunity to clearly illustrate results. At Ibis, we maintain a home where we can truly be aligned with our number one priority – our clients.

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Suitable investment and planning advice is built closely around your financial goals and aspirations, and we understand how important it is to keep the lines of communication open and direct. We proactively schedule regular review meetings with you throughout the year, and you can reach us whenever you have any additional questions, concerns, or personal and professional updates that might affect your long-term financial goals. We are selective in our clientele and endeavor to keep our practice focused and committed – we are available when you want or need us to be.

Resources & Media

Your financial education is very important to us, and we put a lot of time into developing resources that you can use to expand your knowledge base and better understand the investment and planning strategies we use. We host quarterly investment webinars where we review recent capital markets performance, discuss relevant political and macroeconomic developments, convey our outlook and discuss our investment models’ performance and holdings. We also write regular newsletters which cover major developments impacting the capital markets.

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Our events are fun and educational, and an opportunity to socialize with the Ibis community. We hold our annual “State of the Firm” dinner in the spring – it’s an opportunity for you to meet other clients and for us to announce updates to platforms and services. We also host a variety of other events throughout the rest of year featuring keynote speakers who are experts in topical fields, such as politics, economics, and other financial fields.

Monitoring Tools

It’s critical to know what you’ve invested in and be able to clearly monitor performance. We know that sophisticated portfolio monitoring software is crucial to providing visibility. That’s why we’ve partnered with industry leading software providers to offer you clear and transparent tools for performance reporting and retirement planning.

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We are proudly independent, and access a variety of different products and platforms to bring you an assortment of convenient investment and planning tools. We are not bound to a single custodian, and can manage your assets through Fidelity, Schwab, or TD Ameritrade. Additionally, we can source margin rates and bond pricing from several different providers, so you can access these services at highly competitive rates.

If you expect this type of service from your advisor or are interested in chatting with us, let’s talk! We’re generous with our time, and love to meet new people.

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