Integrated Capital Management Company, Inc.

Integrated Capital Management Company provides discretionary investment supervisory services to a very small client base of individuals, trusts and corporations with self-directed retirement accounts, focusing on asset allocation, portfolio monitoring, and financial analysis. The firm operates as a solo independent advisor and manages roughly $1.7 million in client assets across three clients.

The firm’s process centers on a detailed fact-finding questionnaire that emphasizes life circumstances and risk tolerance over model-driven allocations, with asset allocation considered the primary driver of outcomes. Investment activity is typically long-term but can include short-term trades and margin transactions; the firm also applies technical analysis and performs weekly account reviews and periodic rebalancing consistent with modern portfolio theory.

Compared with peers, the firm’s extremely small client roster and low aggregate AUM are notable and suggest a highly individualized advisory relationship with full discretionary trading authority and power-of-attorney arrangements. Firm leadership combines long-standing industry experience with an academic lecturing role, and the firm directs brokerage through a single broker-dealer relationship while declining third-party product compensation and custody of client assets.