A complete list of active advisors currently associated with Integrated Investment Consultants, LLC

Warmer can help you find a great advisor at Integrated Investment Consultants, LLC or one who fits your needs even better.

Integrated Investment Consultants, LLC provides investment management and wealth management consulting to individuals (including high-net-worth clients), retirement plan sponsors, foundations, trusts, estates and family offices. The firm reports approximately $1.084 billion in regulatory assets under management and offers both discretionary and non-discretionary portfolio management, as well as advice on held-away products such as variable insurance, annuities and 529 plans. Integrated combines fundamental security analysis with an asset allocation framework informed by Modern Portfolio Theory, and tailors portfolios to clients’ risk tolerances, time horizons and liquidity needs. The firm also uses Independent Managers for portions of client portfolios, conducts ongoing manager due diligence, and delivers specialized consulting services including asset/liability studies, manager searches and custom performance reporting. What distinguishes Integrated from many peers is its role in sponsoring and managing alternative pooled vehicles through an affiliate, Integrated Management Services SPV LLC, which manages the Integrated VSV SPV Fund I LLC that invests in the Velvet Sea Venture Capital Fund; the brochure discloses that the firm recommends these private pooled investments to accredited investors and includes clients’ capital contributions to the Fund in its AUM and fee calculations, with the affiliate receiving a separate management fee. The firm also discloses that a number of its supervised persons are licensed insurance agents who may earn commission-based compensation for insurance product sales, and it routinely serves ERISA plan clients in a fiduciary capacity (including 3(21)/3(38) services), combining traditional portfolio management with sponsored alternative offerings.

To learn more about the advisors currently working at Integrated Investment Consultants, LLC, 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.