A complete list of active advisors currently associated with Integrated Financial Strategies, Inc.
Warmer can help you find a great advisor at Integrated Financial Strategies, Inc. or one who fits your needs even better.
The firm is a state‑registered, independent investment adviser that provides investment supervisory services and individual portfolio management to individuals (including high‑net‑worth clients), trusts, estates, and profit‑sharing plans. It offers advice across a broad range of securities and may refer clients to unaffiliated third‑party money managers as part of its services. Portfolios are managed primarily on a non‑discretionary basis, with trades implemented only with client approval, and the firm uses fundamental and technical analysis, asset allocation, and long‑term purchase strategies as part of its investment process. The firm recommends custody with major custodians and conducts periodic reviews and reporting, including monitoring of third‑party managers when engaged. Noteworthy distinctions include that the firm’s principal is an active, licensed attorney who devotes a majority of professional time to legal practice and the firm discloses an affiliation with legal services, an arrangement that is not common among peers. The firm reports roughly $75.0 million in non‑discretionary assets for a small client base of about a dozen accounts, operates as a solo adviser, and does not accept commissions or sell proprietary products.
To learn more about the advisors currently working at Integrated Financial Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Mateo, CA
| 23
|
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