IEQ Capital – Wealth Management For Ultra-High-Net-Worth Families

ieq capital is a registered investment advisory firm offering wealth management services to ultra-high-net-worth families. Their unique approach relies on broad knowledge across each asset class, deep institutional relationships, and networks providing access to exclusive private investments.

Fees at our firm vary based on each case; they can either be based on a percentage of assets managed or an hourly fee.

Rob Skinner

Rob Skinner is widely revered as a foremost commercial real estate investor. Using intelligent environmental quality (IEQ), his investments deliver long-term benefits for tenants and the environment – a sustainable development approach that has earned widespread approval within the industry.

IEQ Capital is an independent wealth advisory firm dedicated to client services and investment excellence. Offering comprehensive family office services and personalized portfolios for high-net-worth individuals and families across the United States. Leveraging its team of advisors’ vast asset class knowledge and deep institutional relationships to source, negotiate, and structure public and private investments.

Skinner began his career as a dietitian but decided to switch careers and become an investor. IEQ Capital was established to offer innovative investment strategies and personalized client services across various asset classes, such as alternative investments and real estate; its advisors conduct extensive research using both fundamental and technical analysis in making investment decisions.

IEQ Capital serves various clients, spanning high-net-worth individuals to charitable organizations. Their services specialize in crafting tax-efficient endowment-style portfolios with meaningful allocations for niche alternative investments – custom-tailored explicitly to each client based on individual preferences and consideration of non-financial aspects like ESG considerations.

IEQ Capital officially initiated its partnership with Stone Point Capital LP as its lender and investment manager in 2021 due to its outstanding track record for client results, such as high returns with low volatility. Their investment management team boasts extensive industry credentials and experience managing risk.

IEQ Capital’s founders believe that successful investment strategies depend on an in-depth knowledge of each asset class combined with expert consulting services from partners and consultants. Their approach allows them to provide customized solutions for investors of all kinds and sizes while their extensive network enables them to identify private equity opportunities for clients.

Investments

IEQ Capital is a significant financial advisory firm with billions of client assets under its care. They offer investment management, financial planning services, and private pooled investments. Operating as a registered investment adviser means acting in clients’ best interests without accepting commissions for selling third-party products; instead, they earn fees through client asset management fees paid directly by clients.

Risk Management Services has an unwavering commitment to risk mitigation, helping reduce market volatility and generate more predictable returns for its clients. They emphasize transparency and communication to build long-term client relationships based on trust; such an approach has led to their reputation as industry leaders.

IEQ’s approach focuses on intelligent environmental quality (IEQ). This enables it to provide long-term benefits for tenants while making an ecological difference; furthermore, capital investments made under IEQ can provide IEQ with additional income opportunities.

The firm serves various clients, including high-net-worth individuals, institutions, foundations, endowments, and family offices. Advisors collaborate closely with each client to craft personalized investment strategies and comprehensive plans of action for them – while at the same time providing the education and empowerment required for making informed financial decisions.

Investment in green real estate is an integral component of a well-diversified portfolio. By diversifying into these sustainable investments, real estate investors can maximize returns while mitigating market decline risks and reaching their retirement goals more quickly.

Rob Skinner is an esteemed commercial real estate investing figure, having significantly contributed to improving our planet’s sustainability. As a founding member of IEQ Capital group – an organization that seeks to enhance profitability through innovative sustainability initiatives – he has made significant strides toward increasing the profitability of commercial real estate investments with innovative sustainability measures implemented. IEQ Capital boasts more than 30 years of experience within the investment world, and its disciplined investment approach is widely acknowledged.

Services

The firm provides clients with an array of financial services to meet their financial needs, such as financial planning, investment advice and reporting, tax preparation, and estate planning services. Clients of this fiduciary financial advisor include high-net-worth individuals and families with at least $18.5 million in assets; its advisory team comprises experienced and talented professionals from business finance accounting law disciplines.

IEQ Capital is an independent Registered Investment Adviser that specializes in alternative investments. Their unique investment model combines tax-efficient endowment-style portfolios with meaningful allocations to niche (non-bank platform) alternative investments for tax efficiency. IEQ serves ultra-high-net-worth clients primarily from Silicon Valley, Los Angeles, and New York City; additionally, they have presence in Monterey.

The client-first approach sets this RIA apart. Employees work closely with their clients to ensure they understand their investment strategies, update them on any changes or developments, build long-term relationships, and foster trust between themselves and clients. In addition, its robust risk management framework helps mitigate downside market volatility for more predictable returns for its clients.

Established in 2019, IEQ Capital is an independent advisory firm dedicated to revolutionizing traditional wealth management. Their team of investment professionals possesses in-depth knowledge across each asset class and access to exclusive private investment opportunities; plus, they specialize in sourcing, negotiating, and structuring customized public and private solutions tailored specifically for each client’s unique requirements.

IEQ Capital has earned its place at the forefront of commercial real estate investment by employing a disciplined investment approach to identify undervalued assets and deliver exceptional returns for its investors. Their emphasis on environmental quality has propelled them into prominence within the industry.

IEQ Capital LLC, located in Foster City, California, is a registered investment advisory firm employing 81 people and ranking 259 on the Fortune 500 list of US companies by revenue. IEQ Capital pays their employees an average annual compensation of $102,5779 each.

Fees

When hiring a financial advisor, it is crucial to understand their fees. There are various charges, such as investment management, advisory services, and financial planning fees; your advisor should help determine what costs best suit your personal needs.

IEQ Capital is a registered investment adviser offering comprehensive wealth management and family office services to individual investors and families. Their focus is creating tax-efficient endowment-style portfolios with meaningful allocations to niche alternative investments and offering client-specific reports detailing exposure and performance metrics in an easy-to-understand format.

RIAs differ from brokerage firms in that they must put the interests of their clients first. They must abide by a stringent conflict of interest policy that prohibits trading on their behalf – providing investors with peace of mind that their advisor is acting in their best interests.

Rob Skinner is widely revered in finance for his disciplined investment approach and extensive industry knowledge. He has played an instrumental role in helping many businesses to grow and flourish thanks to his ability to spot undervalued assets. Rob is committed to open communication with his clients and establishing long-term trust relationships.

IEQ serves many clients, with high-net-worth individuals being their primary focus. They also work with foundations, endowments, and nonprofit organizations, as their investment team has extensive experience across each asset class and has access to exclusive private investments through institutional relationships and networks. Their robust risk management framework enables them to consistently generate returns while mitigating downside market volatility for their clients.

Ieq Capital LLC is an SEC-registered investment adviser located in Foster City, CA that currently manages $8.11 billion of regulatory assets for 571 clients spanning trusts, estates, and 401(k)/IRA accounts. While they primarily cater to high net-worth individuals, family offices, and charitable organizations, their advisory services focus on managing alternative asset classes using fundamental, technical, and cyclical research in deciding where best to invest their clients’ funds.