A complete list of active advisors currently associated with Integrated Investment Strategies,Inc.
Warmer can help you find a great advisor at Integrated Investment Strategies,Inc. or one who fits your needs even better.
Integrated Investment Strategies, Inc. advises individuals, trusts, estates, charitable organizations, and small businesses, delivering discretionary investment management and optional financial planning through tiered service packages. The fee‑only firm manages roughly $104 million for about 156 clients with a four‑advisor team and typically charges percentage‑of‑AUM fees. The firm follows an academically focused, strategic asset‑allocation approach that emphasizes passively managed institutional mutual funds, a three‑factor model, and global diversification, with client objectives documented in investment policy statements. IIS provides aggregated written reporting across multiple custodians and integrates planning services that include coordinated tax‑return support from an outside CPA and digital estate‑planning tools. Noteworthy distinctions include a recent family succession—ownership transitioned from the founding president to the next generation and a family member subsequently joined the advisory team—and an application to register with the SEC. The firm also discloses two prior consent agreements with the Indiana securities regulator (2018 and 2019) related to filing deficiencies that resulted in fines, and it does not emphasize high‑net‑worth individual clients, which is less common among peer team firms.
To learn more about the advisors currently working at Integrated Investment 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 |
|---|---|---|
Carmel, IN
| 5
| |
Indianapolis, IN
| 35
| |
Carmel, IN
| 29
| |
Carmel, IN
| 0
|
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