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Our Philosophy

When your company's assets are at stake, discretion and reliability are a priority.  We guide you in defining your financial goals and create a clear path to execution. Our decisions to invest our resources are based on qualitative and return-oriented criteria — evaluating the impact of every decision on your specific goals. We have summarized the basis of our work here:

 

  • Competence
    Our team undergoes regular training to maintain a high level of competence in their respective areas of expertise in order to achieve the industry's highest standards.

 

  • Independence
    We act independently from banks and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual goals of our clients.

 

  • Personalized Service and Support
    As a faith-founded firm the individualized service and support of our clients are of paramount importance.  

Contact Us

IBS Family of Companies

 

Downtown W. Palm Beach

Mailing and Appointments

515 N. Flagler Drive

Floor 300 | Suite 448

W. Palm Beach, FL 33401

 

Palm Beach Exec. Office 

IBS Equity Fund & IBS Real Estate Investment Co.

1500 Corproate Center Way

Suite 102

Wellington, FL 33414

 

Trade Finance- CFS  

2021 Tyler Street 

Suite 208

Hollywood, Florida 33020

 

 

Phone: +1 954 889-5827

Email: Engage@myinstitutionalbanking.com

 

Or use our contact form.

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