Carlsbad, CA Office

Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting to a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. Services described in the brochure include discretionary and non‑discretionary investment management, financial planning, wrap‑fee programs, Managed Account Solutions (MAS) access to third‑party managers, and educational seminars.

The firm typically builds accounts around an Investment Policy Statement and risk‑profile framework and uses a mix of approaches (fundamental and quantitative analysis, long‑ and short‑term allocations, options and hedging when appropriate) to implement client plans. Integrated routinely places clients on third‑party sub‑adviser platforms—most notably Envestnet’s SMA/UMA/PMC programs—and acts as a promoter/referral source to those managers while supervising ongoing portfolio oversight and rebalancing.

Compared with many peers, Integrated’s brochure discloses several less common practices: the firm and affiliated DBA practices make predecessor performance information available, some advisory relationships may include performance‑based compensation arrangements, and the firm places client capital into private funds and feeder structures and manages pooled‑vehicle solutions through its MAS/wrap arrangements. The brochure also highlights a broad network of co‑branded independent advisory practices and the use of third‑party manager referral and fee‑sharing arrangements, all of which are disclosed as potential conflicts and described in client agreements.