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Integrated Capital

EST. AUM
$429,760,147

CONTACTS
1

CLIENT ACCOUNTS
2,021

Firm Details

Metro area Detroit
CRD Number 284766
Website icapitalmgt.com
Client types

Overview

The investment committee has a structured process geared toward long term success. Its portfolios can include exchange traded funds (ETFs), mutual funds, stocks, bonds, and alternative investments. Through their research and screening process, they combine asset allocation strategies with manager selection to drive investment performance. They utilize both active (mutual fund based) and passive (index fund/exchange traded funds (ETFs) based) investment strategies. Their investment models include mutual funds as well as index funds for an optimal blend of performance and tax efficiency.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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