IBIO

To help clients easily oversee and understand their wealth, we provide custom reporting and best-in-class technology solutions. Serving as a fiduciary and providing true transparency also includes having our clients' assets safely held by a strong custodian that's not affiliated with their investment advisor. We offer access to several top custodians for the safekeeping of client assets and an independent source for account statements... The term "concierge" is from the Latin root meaning "extra service". We can dig in deep alongside our clients and deliver advice and solutions which better serve their priorities. No burdensome firm policies restrict our ability to best serve clients. We think of clients like family and provide high-touch and personally tailored service in a thoughtful, and private way... Concierge for us means a more personalized and comprehensive level of service. We work closely with our clients to understand their priorities; evaluate their needs; organize their..

Also known as: IBIO Capital

Primary location: Alexandria United States