Integrated Capital Management, Inc

EST. AUM
$212,324,332

CONTACTS
5

CLIENT ACCOUNTS
1,025

Firm Details

Metro area Philadelphia
CRD Number 149489
Website icm-invest.com
Client types

Overview

Integrated Capital Management manages a total of $1 billion in assets, with 80% of these assets overseen at Park Avenue Securities, where iCM acts as the advisor for mutual funds and ETFs owned by Guardian Life Insurance, the parent company. These assets are custodied at Pershing. The remaining 20% comprises direct accounts, where iCM maintains relationships directly with advisors or clients. The client base primarily consists of financial advisors, insurance agents, and accountants, with iCM serving as an outsourced Chief Investment Officer for Genworth, SEI, Kurion, and others. The investment programs offered include an ETF program and a mutual fund/ETF program, all comprising 40-act funds without separately managed accounts or proprietary products. iCM is currently aiming to expand its presence in the 401(k) plan space, managing around $15-20 million in such plans. Advisors access iCM's services through platforms like Evestnet, alongside other managers like Blackrock. iCM's investment selection process is grounded in mean reversion, focusing on stressed asset classes and identifying opportunities for asset classes to mean revert. Preference is given to ETFs and funds that reflect valuation signals. Recent investment moves include reducing exposure to large-cap U.S. stocks and overweighting developed EU, emerging markets, and commodities. Recent additions to the portfolio include the Market Vectors JP Morgan Emerging Market Global Currency Bond Fund, chosen due to stretched dollar valuation, and the Northern Trust Multi-Manager Fund (SSEMX) for EM equity. Upcoming searches are focused on the alternative space, with considerations including Water Island Capital and others. iCM is closely monitoring the performance of funds such as Caldwell and Orkin, ensuring compliance with zero beta mandates. Additionally, they are evaluating opportunities arising from the Water Island Capital merger. Preference is given to funds available at TD Ameritrade and Park Avenue platforms.

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Integrated Capital Management, Inc

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