Intelligence Driven Advisers

Kathryn Turner

Thomas, over at IDA Carlsbad, has been my rock and guiding light, especially through the last 2 years. Always kind, always available, Thomas understands fully what my needs are and what level of risk is best for my personal financial situation. He explains statement terminology and walks me through my portfolio step-by-step so I can learn and understand exactly what has happened, or is happening. GREAT results, and a great relief for me. Thank you Thomas and IDA for the peace of mind.

Jaime Costa

I moved our family's investments to IDA from another advisor a few years ago and couldn't be happier. The staff is amazing. Thomas and Jason are fantastic. The communication, follow up, knowledge, investment philosophy, and RESULTS are great and I wouldn't hesitate to refer them to anyone I know.

William Powell

IDA is a great place to have your money managed. They are fiduciaries which means they don't make money by getting commissions on products or services they sell you. It also means they must put your interests above their own, so you know you can trust them. I have dealt with Jason Labrum (their founder) and he is very accessible, but my guy there is Thomas Ohanesian. Thomas has taken the utmost care with me, my goals, and of course my money. He follows up very consistently, but without pushing too hard! He also gently guides me in my finances that he doesn't manage... my day-to-day spending. He provides sound advice, and it is as trustworthy as advice from a trusted friend. For all this care you'd think it was expensive. It is NOT! Very reasonable. Still not sure? Ask if Thomas will do a free analysis. I'm not sure if he does this for everybody, or all the time... but hey! Go ahead and ask.

Ken Mead

Always focused on my objectives and goals, this firm has served me - and my parents before me - with the utmost professionalism and investment success. My ability to accomplish my goals is the result, in large part, of the prudent and thoughtful advice of my Intelligence Driven Advisers' team.