Kamas, UT Office

Integrated Capital Management provides discretionary portfolio management and model-portfolio services to a mix of individual and high-net-worth clients as well as institutional clients, including pension plans, trusts, charitable organizations and municipal or government agencies. The firm also offers outsourced investment-department solutions for broker-dealers and other registered investment advisers and provides ERISA fiduciary and retirement-plan consulting services.

Its investment process is contrarian and valuation-oriented, using quantitative models to identify underpriced asset classes and closed-end funds and to overweight inexpensive opportunities while underweighting expensive ones. iCM implements these views through registered products — institutional mutual funds, ETFs, and closed-end funds — across multiple Tactical model series (standard, tax-sensitive, ETF, ESG) and a closed-end fund trading strategy (TICE) and related TAO models.

Noteworthy for a team-sized adviser, the brochure discloses that iCM sponsors a wrap-fee program and acts as a model provider, managing approximately $1.21 billion in assets under advisement where it supplies model portfolios but does not execute transactions — arrangements that are less common among peers. The firm also explicitly lists municipal or government agencies as clients and indicates it advertises performance results, distinguishing its business mix and distribution approach from many similarly sized advisory teams.