Ibis Capital

Stratos Wealth Partners, based in San Diego, CA, is a wealth management firm committed to providing clients with personalized financial guidance that prioritizes their unique interests and goals. With a holistic approach, they offer a range of services including financial, retirement, estate, and tax planning, as well as investment management and risk management. The firm's dedication to transparency and education empowers clients to make informed financial decisions, ensuring that their objectives are met with integrity and objectivity. Recognized as one of the Top 100 RIA Firms in America, Stratos Wealth Partners leverages independent research to provide tailored advice and solutions for both individual investors and business owners. Generated from the website

Silver Portal Capital, LLC is a boutique real estate investment merchant banking firm based in San Diego, CA. With over 20 years of experience, they provide strategic financial advice and customized investment solutions for institutional, registered investment advisor (RIA), and family office (FO) clients. Their comprehensive real estate platform offers services such as capital formation, tax-advantaged strategies, advisory services, merchant banking, outsourced CIO services, and go-to-market preparation. They focus on identifying non-traditional, cycle-resilient real estate investment opportunities that align with demographic trends, including residential affordability, the aging population, and the senior millennial downsizing movement. Founded in 2001, Silver Portal Capital has raised over $20 billion of equity capital through 150 transactions. Their investment philosophy centers around identifying real estate strategies that perform well both in and out of economic cycles, with a focus on asset types positively impacted by demographic trends. Led by Jon K. Haahr, the founder and managing principal, Silver Portal Capital is dedicated to delivering unparalleled advice and investment solutions tailored to their clients' unique real estate needs.Generated from the website

Ranch Capital LLC is a real estate investment firm based in San Diego, CA. Specializing in property acquisitions and management, the company focuses on maximizing returns for its investors. Generated from their business information