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 a boutique wealth management firm that offers a holistic financial planning approach to clients with additional services including asset management, alternative investments, advanced planning, and retirement plan services. Its 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. We operate solely under the fiduciary standard as Independent Advisor Representatives (IARs) of Stratos Wealth Partners, an SEC Registered Investment Advisor (RIA). Stratos Wealth Partners, along with its affiliates, Stratos Wealth Advisors, and Fundamentum, LLC, all SEC Registered Investment Advisors, collectively manage over $4.8 billion in advisory assets, and advice, through LPL Financial, over $5.9 billion in brokerage and third party managed assets for a total of over $10.7 billion in assets as of March 31st 2017. Follow Ibis on Twitter and LinkedIn.
CEO & CHIEF INVESTMENT OFFICER
CHIEF REVENUE OFFICER
MANAGING PARTNER, STRATOS WEALTH PARTNERS
CLIENT SERVICE MANAGER
Research Analyst & Trader
RETIREMENT PLAN SERVICES
DIRECTOR, RETIREMENT PLAN SERVICES