INTEGRATED INVESTMENT CONSULTANTS, LLC
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- HTTPS://WWW.INTEGRATEDIC.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/10820425/
- HTTPS://WWW.INTEGRATEDFAS.COM
Integrated Investment Consultants is based out of Bloomfield Hills. Integrated Investment Consultants is a large advisory firm with 224 clients and discretionary assets under management (AUM) of $760,977,835 (Form ADV from 2025-08-05). Whalewisdom has at least 43 13F filings
Investment Strategy
Integrated utilizes a fundamental method of analysis as a core investment strategy. This approach involves evaluating the fundamental financial condition and competitive position of a particular fund or issuer. For Integrated, this process typically includes an analysis of an issuer’s management team, their investment strategies, style drift, past performance, reputation, and financial strength. This evaluation is performed in relation to the asset class concentrations and risk exposures of the Firm’s model asset allocations.
In addition to fundamental analysis, Integrated employs an asset allocation strategy that is based on Modern Portfolio Theory (“MPT”). A significant risk associated with relying on fundamental analysis is that, despite a company's strong overall health and position, evolving market conditions can still negatively impact the security.
Owners
- FORTE, CHRISTOPHER, ANTHONY - MANAGING PARTNER
- WAGENBERG, TODD, J - MANAGING PARTNER
- SOULE, DENA - MANAGING PARTNER CCO Click on the Ownership/Private Fund Data tab for more details.
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2025-09-30
Top Buys (13F)
| Name | % Change |
|---|
2025-09-30
Top Sells (13F)
| Name | % Change |
|---|
2025-09-30
13F Holdings Summary
2025-09-30
13F Activity
| Market Value | $0, Prior: $0.51b |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30