Integrated Benefits, Incorporated

Overview

Integrated Benefits, Incorporated operates as an independent registered investment adviser serving individuals, families and institutional clients. The firm’s core advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting-style services. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, and the firm reports it does not position itself as a capital allocator or an active ESG investor. Investment activity is weighted toward public pooled vehicles—mutual funds and other public funds—while the practice also incorporates third‑party alternative managers for hedge fund and real estate exposure. The firm appears to blend model or separately managed account implementations with packaged funds and insurance products to meet client goals, reflecting an integrated approach consistent with its insurance industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices