Integrated Capital Management is a registered investment advisor based in Jessup, Pennsylvania, offering discretionary portfolio management and proprietary investment strategies. Founded in 2009, the firm specializes in providing institutional-grade money management—such as tactical asset allocation, closed-end fund strategies, and socially responsible investment portfolios—to financial advisors, institutional clients, and individual investors. Integrated Capital Management utilizes a contrarian valuation-driven approach, relying on quantitative models to identify mispriced asset classes and seek favorable risk-adjusted returns over full market cycles. The firm manages assets through various models including standard tactical, tax-sensitive, exchange-traded fund-based, and alternative investment solutions. While serving a broad range of clients including pension plans, trusts, and corporations, the firm also provides portfolio management for individuals, typically requiring a minimum investment of $25,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees for accounts over $5,000,000 are negotiable. Maximum annual advisory fee includes management fees and the client advisor fee if applicable.