Integrated Capital Management, Inc.
Integrated Capital Management, Inc. is a registered investment adviser headquartered in Jessup, Pennsylvania. Founded in 2011, the firm provides investment management services for individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities. In 2024, the firm reported 6 employees, with all serving in investment-related roles. Integrated Capital Management serves primarily US-based clients, focusing on personalized discretionary asset management.
Investment Strategy
Integrated Capital Management, Inc. provides discretionary investment advisory services, aiming to manage and grow client assets through diversified holdings across equities, fixed income, and other public securities. The firm tailors its strategies to meet the unique goals of individuals, high-net-worth clients, pensions, and nonprofit organizations, with a focus on risk management, long-term capital appreciation, and alignment with client financial objectives.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVLV | AMERICAN CENTY ETF TR | 13.06% | $18.7M | 259,365 | $53.51 | $72.26 | +$1.4M |
E EFV | ISHARES TR | 12.91% | $18.5M | 272,991 | $59.75 | $67.83 | +$11.0M |
P PDBC | INVESCO ACTVELY MNGD ETC FD | 6.92% | $9.9M | 738,745 | $13.60 | $13.43 | +$653.2K |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.56% | $9.4M | 43,591 | $132.91 | $215.79 | -$265.8K |
S SPDW | SPDR INDEX SHS FDS | 6.03% | $8.6M | 202,143 | $33.19 | $42.79 | -$1.4M |