Financial Planning | Asset Management
​For Business Owners And Individuals

Financial Planning for wealth protection and growth.

Asset Management to mitigate investment risk and drive returns.

Click To Select A Meeting Time | Learn To Protect Wealth And Drive Investment Results

Wealth Protection

Reduce the impact of taxes and eliminate access to creditors with estate planning.

Drive Returns

Drive total returns with investment managers who specialize in their category.

How We Provide Wealth Protection

Expert estate planning attorneys craft trusts to mitigate tax impacts and be a defense against claims by creditors.

How We Drive Investment Results

A separate investment manager is selected for each category: real estate, commodities, currencies, and technology.

How Our Services Create Value

Value Of Working With An AIF®

Ian Kelly-Thomas holds the Accredited Investment Fiduciary (AIF®) designation certifying his qualifications to manage fiduciary assets for wealth, nonprofit, and retirement clients.

Team Of Specialty Portfolio Managers

We offer area specific asset managers bringing you a team of specialized experts

not generalists.

​Download Our Account Application | Meet Your Advisor To Complete It

Click To Download Account Application
Click To Schedule A Meeting To Complete It

During your meeting your advisor will guide you to define or refine your life goals; establish a financial plan to enhance those goals; and recommend a team of specialized portfolio managers to protect your wealth and drive investment results. 

Advisor signature is required prior to account opening.

Use The Calendar Below To Select A Time To Meet Your Advisor
​Complete Your Account Application With Your Advisor

Use the calendar below to select a convenient time to complete your account application with your Advisor. Your advisor is responsible for:

1. Guiding you to define and refine your life goals

2.  Establishing a financial plan enhancing your goals

3. Recommending specialized portfolio managers
4. Administering your investment accounts
Advisor signature is required prior to account opening.

Your Advisor

Ian Kelly-Thomas will be responsible for:
​1. Guiding you to define and refine your life goals
2. Establishing a financial plan enhancing your goals
3. Recommending specialized portfolio managers

​4. Administering your investment accounts

​Ian has 18 years of investment experience serving clients to protect wealth and drive investment results. He is located in beautiful La Jolla, California in the heart of the financial district.

University of California at Berkeley, International Business
Golden Gate School of Law, Mergers and Acquisitions
Eli Broad School of Management, Strategic Negotiation

Accredited Investment Fiduciary (AIF®) designation
Certified Fraud Examiner (CFE®)

​Masters Certificate In Strategic Negotiation And Organizational Design

​Investment advisory representative (IAR) providing fee based financial advice and flat fee financial planning services. No commissions based products available. For additional details see his profile on FINRA Broker Check.

​Founder and CEO of IKT Holdings, Inc., a registered investment advisory firm. Firm Disclosure.

Team Captain, UC Berkeley Men's Gymnastics Team (former)
​NCAA Champion Team Member, UC Berkeley Men's Gymnastics Team
​Big Brother. Big Brothers Big Sisters. (former)

Investment advisory services are provided through IKT Holdings, Inc. a registered investment advisor.