INTEGRATED FINANCIAL CONSULTING, LLC

Overview

Integrated Financial Consulting, LLC is an independent registered investment adviser formed in 2016 and owned by an individual principal. The firm’s client mix includes individuals, families and select institutional relationships, with a focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-assets, hourly engagements and fixed-fee projects. On the investment side, the firm favors equity exposure, allocating a substantial portion of assets to exchange-traded equities. Portfolios appear to be managed largely on a non-discretionary basis, meaning clients retain trading authority while the adviser provides guidance and model recommendations. Integrated Financial Consulting does not position itself as an ESG-focused manager and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices