INTEGRATED FINANCIAL MANAGEMENT, LLC

Overview

Integrated Financial Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of discretionary portfolio management and financial planning. The firm operates primarily as a capital allocator: it constructs client solutions using third‑party mutual funds and selects outside advisers when appropriate rather than running large in‑house specialty strategies. Fee arrangements include percentage of assets under management and fixed fees, reflecting a hybrid advisory model that can accommodate ongoing portfolio oversight or project‑based planning work. Investment activity is concentrated on publicly available pooled vehicles—public funds and mutual funds are the dominant sleeve across client accounts—and the firm reports almost all assets under discretionary management. The firm does not identify itself as an active ESG investor, and its regulatory profile indicates a single‑state registration footprint rather than a multi‑state adviser practice. Advisory services explicitly include financial planning and the selection of other advisers, which aligns with a client focus on outsourced manager selection and portfolio construction rather than proprietary product distribution.

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Location & Offices