INTEGRATED FINANCIAL STRATEGIES, INC.

Overview

Integrated Financial Strategies, Inc. operates as a small, privately owned advisory firm that positions itself as a portfolio manager for individuals and small businesses. The firm appears to run an advisory practice alongside its identification as a law firm, and its client base spans high-net-worth individuals and some institutional relationships. Investment activity is concentrated in public funds and mutual funds, and the firm charges fees as a percentage of assets under management. It manages client relationships on a non-discretionary basis, meaning investment decisions are made with client consent rather than under full discretionary authority. The firm does not advertise an active ESG focus and is not registered as a multi-state adviser. It is classified as an individual-owner organization and is not a capital allocator or a pension consultant. Integrated Financial Strategies, Inc. is not identified as a newly formed adviser and does not list related adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices