Integrated Investment Consultants, LLC
Integrated Investment Consultants, LLC is an SEC-registered investment adviser headquartered in Bloomfield Hills, Michigan. Founded in 2011, the firm manages over $770 million in client assets and serves primarily high net worth individuals, as well as a limited number of charitable organizations and other accounts. The firm employs 9 professionals, all of whom are involved in investment advisory services. Integrated Investment Consultants offers comprehensive portfolio management and financial planning solutions for its clients.
Investment Strategy
Integrated Investment Consultants, LLC focuses on discretionary portfolio management and tailored wealth management solutions primarily for high net worth individuals, with a strong emphasis on equities, including holdings in companies such as Microsoft, Apple, Alphabet, Amazon, and Facebook. The firm uses a personalized approach to asset allocation, risk management, and investment selection, aiming to meet the specific financial goals and risk tolerance of each client. It also serves charitable organizations and some other business entities, using a disciplined, long-term investment perspective driven by research and an emphasis on quality holdings.
Top Holdings
Equity Positions (316)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 9.64% | $49.1M | 115,552 | $222.61 | $424.58 | +$8.2M |
I IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 9.10% | $46.3M | 334,003 | $100.50 | $138.68 | +$6.0M |
I IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.43% | $17.5M | 95,050 | $130.55 | $194.23 | +$1.9M |
N NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 3.19% | $16.2M | 317,803 | $50.92 | $51.10 | +$3.2M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 3.05% | $15.5M | 186,076 | $71.32 | $83.48 | +$2.2M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
E ENVX | ENOVIX CORPORATION COM | — | Call | $134.4K | 130 | $10.34 | $9.42 | 0 | +$39.0K |
P PLTR | PALANTIR TECHNOLOGIES INC CL A | — | Call | $122.7K | 9 | $136.32 | $37.20 | 0 | +$46.7K |
F FCX | FREEPORT-MCMORAN INC CL B | — | Call | $43.4K | 10 | $43.35 | $49.92 | 0 | +$5.5K |
T TXN | TEXAS INSTRS INC COM | — | Call | $41.5K | 2 | $207.62 | $179.70 | 0 | +$5.6K |
C CLF | CLEVELAND-CLIFFS INC NEW COM | — | Call | $9.9K | 13 | $7.60 | $12.77 | 0 | -$806 |