Schilbach Capital StrategiesAn Independent Firm

About Us

Ivo Schilbach
Financial Planner

 I believe it is important for financial professionals to enjoy and get fulfilment from what they do. In additiona to our professional work, this enjoyment is greatly enhanced by volunteering and supporting philanthropic interests. For me, it’s working to help kids develop skills and grow as players and teammates on the soccer field. More and more our youth need positive experiences and outlets for stress. I feel lucky to be able to work and play with them and to be a life coach and mentor to them.  It’s also the reason I love my job—it’s educational and nurturing. I enjoy transforming relatively complicated issues into understandable and actionable strategies that fit a family’s culture and needs. It’s important to include that second part because even the best strategies in the world can easily be undone by conflicting family dynamics.

Being service minded makes what I do in both my business and professional lives that much more fulfilling. I feel very fortunate to be able to pursue interests that are so meaningful and also so enjoyable.

Your Rights as a Client:

  • Courteous Service
  • A Trustworthy and Competent Financial Advisor
  • Suitable Recommendations
  • Timely Transactions at the Best Available Prices
  • Full Disclosure of Costs and Risks
  • Clear Communications
  • Comprehensive Statements and Trade Confirmations
  • Prompt Error and Complaint Resolution
  • Strict Confidentiality

Click here to read the Raymond James Client Bill of Rights

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 7,100 financial advisors
  • More than 2.9 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $604 billion in total client assets
  • BBB1, positive outlook credit rating (S&P)

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 9/30/2016

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.

Financial Advisor Image
Ivo Schilbach Financial Planner
800 Fifth Avenue
Suite 4100
SeattleWA 98104
Phone: 206-447-1367
Fax: 206-447-1369
Contact Us

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.