A culture of ownership, teamwork, meritocracy, growth and wellness

Our Culture

A Common Pursuit

We are deeply committed to reinvesting in our business, hiring and retaining highly qualified people, relentlessly striving for a values-driven employee culture, and continuing to augment our investment and operational strengths. To foster team spirit and client loyalty, we provide employee ownership opportunities. As a predominantly employee-owned firm, we remain focused on providing an exceptional experience for our clients and employees.

The team together after finishing the Presidio 5-10k.

Beautiful views of Foster City from our kitchen and shuffleboard area.

Getting ready to hit the slopes in Park City, UT during a team-building trip.

The game room and Peloton Studio offer an inviting break from hard work.

Socially distanced volunteering with the Boys and Girls Clubs of the Peninsula, handing out meals to underserved members of our community.

Beautiful views of the Bay from one of our meeting rooms.

Taking a break and enjoying the view during a hike on one of our annual Yosemite trips.

Plenty of counter space in the kitchen for a La Croix or coffee and a quick catch-up with a colleague.

Former Chairman of the Joint Chiefs of Staff Mike Mullen speaking to the firm on Leadership and how to build a great organization.

Core Values

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    Blaze Trails

    Encourage and celebrate strategic thinking

    Continually seek improvement and evolution

    Make room for healthy failure

    Challenge convention intelligently

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    Get Gritty

    Persist when you feel passionate

    Persevere when you face obstacles

    Roll up your sleeves

    Take initiative

    Operate as an owner

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    Lean In

    Be a team player

    Assume good faith

    Embrace and commit to diversity, equity, and inclusion

    Engage with thoughtfulness and sincerity

    Celebrate and have fun with each other

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    Deliver Excellence

    Provide outstanding investment solutions

    Go above and beyond for our clients

    Do what’s right

    Act with urgency

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    Coach, Champion & Challenge to Success

    Learn and be curious

    Focus on process; drive to results

    Give and be open to thoughtful feedback

    Focus on what's important

Benefits and Perks

  • Compensation

    • Employee Ownership Interest
    • Competitive Compensation & 401(k) match
    • Meritocracy-Based System
    • Training Reimbursements
  • Healthcare & Time Away

    • Generous Healthcare Packages
    • Substantial Vacation Program
    • Family Care Benefits
  • Wellness

    • Peloton Studio
    • Wellness Reimbursement
    • Daily Lunch & Snacks
  • Lifestyle

    • Playroom with Games & Refreshments
    • Flexible Work From Home Environment
    • Smart Casual Dress Code
    • Mobile Phone Stipend

Employee Testimonials

Being surrounded by individuals who embody the IQ and EQ of this firm has really contributed to my personal and professional growth. I am proud to be a part of the team implementing our first firmwide training program, providing our new hires the tools for success.

Melody Qu, Associate Director

I feel very fortunate to work with such a talented group of individuals that work hard, play hard, and push each other to do their best every day. Our firm’s collaboration and innovation truly make us different, which will continue to drive our success going forward.

Sam Brumbaugh, Director

What I enjoy most about IEQ is developing meaningful, lasting relationships with our clients. Working in an environment where I feel like I am empowered to act in the clients' best interest is a true differentiator for our firm.

Kevin Burt, Director

Working at IEQ has allowed me to explore many parts of the wealth management business outside of my core role on research. I think this has not only helped my own professional development but also helped to enhance my work product by considering the interaction between all parts of our business.

Sam Lee, Associate Director


Join Our Team

Diversity, equity and inclusion are not buzz words to us. When we founded IEQ Capital, it was with the ambition to build a team full of unique experiences, backgrounds and points of view. That diversity fuels innovation and enhances who we are as a collection of individuals.