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Integrated Investment Strategies, Inc.

EST. AUM
$104,549,560

CONTACTS

CLIENT ACCOUNTS
334

Firm Details

Metro area Indianapolis
CRD Number 122706
Website integratedinvestments.com
Client types

Overview

Integrated Investment Strategies, Inc. is an independent registered investment adviser based in Carmel, Indiana, serving individuals and local businesses for over 25 years. Operating under a fiduciary standard, the firm is led by Managing Partner Kelly G. Burke and provides comprehensive wealth management, retirement planning, and business consulting services. Its investment philosophy is built around a five-step “Strategic Core Allocation” process that integrates academic research with tactical asset allocation to manage risk and support tax-efficient, long-term portfolio growth.

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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