INTEGRATED CAPITAL MANAGEMENT, INC

Overview

Integrated Capital Management, Inc. is an independent registered investment adviser focused on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm tilts heavily toward equities, using exchange-traded securities as its primary investment vehicle and managing most client assets on a discretionary basis. Its business model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and one-off planning work. The adviser maintains relationships with accountants and real estate brokers, reflecting a practice that coordinates tax and property considerations into client plans. It does not present itself as a capital allocator or as an ESG-focused manager; instead, portfolio construction emphasizes liquid public markets supplemented by external alternative real estate exposure and mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices