Our Services
As your financial partner and guide, we take the time to clearly explain our recommendations and communicate with you regularly as we track your progress against established goals and objectives.
Services
As your financial partner and guide, we take the time to clearly explain our recommendations and communicate with you regularly as we track your progress against established goals and objectives.
- Investment Management
- Wealth Planning
- Estate Planning
- Life Events and Risk Management
- Institutional Investment
Investment Management
Many firms follow a familiar model: the advisor selects mutual funds and ETFs on the client's behalf and charges a fee to do so. At first glance, this seems reasonable. The funds are professionally managed, and the advisor is there to guide the selection.
When you look closer, though, a question emerges. Those underlying funds carry their own layers of fees, charged on top of what the advisor collects. So what, exactly, is the advisor adding? If their role is simply to assemble products that someone else manages, it is fair to ask where the value lies.
How is IBEX different?
Our investment strategies, research, and analysis are developed entirely in-house by our managing partners and advisor team—not outsourced to third-party fund managers. And rather than ask you to take our results on faith, we voluntarily submit our strategy returns to independent third-party auditors and publish our performance for you to review. It is worth considering why an advisor would be reluctant to show you the same.
As your financial partner and guide, we take the time to clearly explain our recommendations and communicate with you regularly as we track your progress against established goals and objectives. Our investment management approach centers on building well-diversified portfolios through thoughtful asset allocation strategies and tax-sensitive investments. And our commitment runs deeper than advice alone: our founders invest their own money right alongside our clients. We provide quarterly performance reports, monthly statements, and annual reviews to keep you informed, along with convenient online account access so you always have visibility into your holdings.
Wealth Planning
Planning for the future requires a roadmap of your financial journey. A well-prepared financial plan can help prepare you to meet life’s ups and downs with confidence.
We help you navigate retirement income planning, review your 401(k) and pension plans, and develop strategies around concentrated stock positions and stock options. For families focused on legacy and opportunity, we also provide tailored education funding strategies to help prepare the next generation. During this process, we consider:
- Cash flow needs and expectations
- Risk tolerances
- Tax mitigation strategies
- Estate and gifting strategies
- Insurance and/or long term care needs
- Setting up the next generation for success
Estate Planning
An estate plan is rarely a single decision. It is a reflection of your life and values, and life does not hold still.
We work together with you and your attorney to review your estate plan and update as life changes. From reviewing beneficiaries, designing charitable gifting strategies, establishing or donating to private foundations, to planning how to leave your business to the next generation or execute a successful exit strategy, we are here to help when the time comes.
Life Events and Risk Management
Life can change gradually, or it can change all at once. Inheritance, legal settlements, divorce, illness, or even the sale of a business are stressful enough by themselves. They also bring about financial complexity few are prepared to face alone.
We take a holistic approach to guide you through your situation, whether you’re going through a divorce or managing financial windfall. Our asset protection strategies evaluate risks posed not only by financial markets, but by the stages of life, as we help you review your needs for potential life, disability, personal liability, or long-term care insurance coverage.
We also provide specialized services for foundations, endowments and Special Needs Trusts, ensuring that assets are managed with the care and intention each situation demands.
Institutional Investment
A liquid, unlevered, transparent solution for your equity portfolio.
We help family offices, endowments, pension funds, advisors and institutional investors meet their equity allocation needs in liquid, unlevered, and tax-nimble separately managed accounts.
- You own the assets, not a fund
- Access capital when you need it
- Ability to fund projects by collateralizing your portfolio
