INTEGRATED PLANNING & INVESTMENTS

Overview

Integrated Planning & Investments is an independent registered investment adviser that manages a concentrated book of client portfolios with a clear tilt toward pooled public funds. The firm operates as a capital allocator and combines fee-for-service financial planning with discretionary portfolio management for individuals, families and smaller institutions. Its advisory activities also include pension consulting, selecting third‑party managers and running educational seminars and workshops, which suggests a hybrid model of direct portfolio oversight and outsourced manager selection. Investment activity centers on broadly diversified mutual fund exposures for core asset allocation, while the firm also sources external managers for targeted alternative allocations — notably real estate. Custody and operational plumbing are consolidated at a single custodian, indicating streamlined custody relationships and a consistent platform for execution and reporting. Integrated Planning & Investments does not position itself as an ESG-focused investor and is organized under individual ownership. The firm maintains an accountant affiliation, which supports tax-aware planning and coordination with client financial reporting.

Assets & Accounts

Investments & Alternatives

Location & Offices