IBN Advisory Services, Inc.

IBN Advisory Services, Inc. provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other entities. The firm offers asset management on both a discretionary and non‑discretionary basis, access to third‑party managers, and financial planning, with services memorialized in written Investment Management Agreements.

IBNADV organizes its work through multiple investment teams that offer a range of model‑based strategies and allocate client assets among the firm’s own strategies and independent third‑party managers; the firm describes a due‑diligence and ongoing monitoring process for selected managers. It employs a mix of analytical approaches (fundamental, technical and cyclical), and may implement portfolio adjustments that include ETFs, mutual funds, REITs, MLPs and, where suitable, options or short sales.

Several features distinguish IBNADV from many peers: it reports 1,503 clients served by four advisors, a notably high client‑to‑advisor ratio, and states that the majority of client assets are invested through Folio Investments, Inc., reflecting greater reliance on standardized allocations and third‑party platforms. The firm is affiliated with IBN Financial Services, Inc., a dually registered broker‑dealer and SEC‑registered RIA, and some professionals are licensed insurance agents and registered representatives; the brochure discloses that assets may be allocated to affiliate managers and that these relationships create potential conflicts of interest the firm says it seeks to mitigate through disclosure and its Code of Ethics.