Real Estate
REAL ESTATE- closings, loan modifications, short sales and foreclosure defense
Read MoreOur Commitment
Silvia S. Ibanez is a fee-only Investment Advisory firm that prides itself on unparalleled service and performance while remaining committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning. Our flat fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action or product. Our reward is in...
Read MoreSound, Simple, but Unique
When investors choose Attorney Ibanez, they are beginning a relationship with a company that was built on solid investment principles. I utilize a comprehensive investment approach, which incorporates both traditional asset allocation strategies along with institutional portfolio management techniques to provide investors solid returns no matter what their risk tolerance and objectives are.
Read MoreBalancing rewards and risk
We pay equal attention to the rewards and the risks of investing. When we consider a security, we don’t simply ask, “How much can it go up?,” we also ask, “How much can it go down?”. Attorney Ibanez assesses the current investment environment and ‘tactically tilts’ our proprietary strategic asset allocation to various asset classes. Our tactical model’s determines the overall exposure and investment levels for both the equity and fixed income portions of each portfolio and then makes adjustments as necessary on a monthly or daily basis if needed. While our...
Read More