Robert Brooks
Managing Director
For over two decades, Rob has served as a trusted advisor and wealth management professional, guiding successful individuals and families towards achieving their financial goals. His expertise lies in crafting principle-based investment strategies, implementing executable plans, and managing complex portfolios for a distinguished clientele, including business owners, entrepreneurs, athletes, and ultra-high net worth families.
Driven by a lifelong entrepreneurial spirit, Rob founded IBEX Capital with the singular purpose of empowering successful individuals and families to protect and grow their wealth. His mission is to provide personalized and comprehensive wealth management solutions, mitigating risk and facilitating a smooth transition for future generations.
Rob’s extensive background in risk management includes serving as an independent market maker at the Chicago Board Options Exchange (CBOE) and an independent futures trader at the Chicago Board of Trade (CBOT). This experience imbued Rob with a deep understanding of financial markets and a keen ability to navigate complex investment landscapes.
Leveraging his specialized knowledge, Rob offers a comprehensive suite of services, including:
- Risk Management: Identifying and minimizing risk across all asset classes, ensuring capital preservation and wealth protection.
- Investment Advice and Portfolio Management: Constructing customized investment strategies tailored to individual financial goals, risk tolerance, and time horizons.
- Tax Mitigation Planning: Implementing advanced strategies to optimize tax efficiency and maximize wealth accumulation.
- Generational Family Planning: Establishing comprehensive plans for wealth transfer and succession, ensuring a secure financial future for future generations.
Beyond his professional pursuits, Rob actively contributes to his community as a fundraiser for the Federation of South Palm Beach and a member of AIPAC. In his personal time Rob finds balance through cycling, pursuing his passion for golf and pickleball, practicing yoga, and walking with his wife, Abby, and their miniature poodle. Family is paramount, and Rob cherishes time spent with his children, Jonah, Molly, and Ari.
Rob believes in fostering strong, long-term relationships with his clients, built on trust, transparency, and a shared commitment to achieving their financial objectives. By combining his extensive experience, proven strategies, and personalized approach, Rob delivers unparalleled service and empowers his clients to achieve their financial aspirations.
