Our business is to understand your business
Integrated Wealth Concepts LLC is a large advisory firm based in Waltham. It manages $1.35 billion of regulatory assets for 8,767 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, Florida, and 14 other states.
Integrated Wealth Concepts provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Integrated Wealth Concepts is high net worth individuals with 3,865 clients and $855 million of assets under management. Among the 9 most similar advisory firms, Integrated Wealth Concepts has the 2nd highest percentage of high net worth individuals out of all clients.
Integrated Wealth Concepts: assets under management
The assets under management (AUM) of Integrated Wealth Concepts LLC is $1.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 635% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. The firm manages $1.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.35 thousand each.
Investment
The firm invests in investment and business development companies the most. They account for 84% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in exchange traded securities form 6% of the total invested assets.
Financial Planning
Ideal for young professionals and individuals in the early wealth accumulation stage of their life cycle. The financial planning service is tailored to optimize a client’s current situation, while also setting them on a track to meet future success.
Investment Advisory Services
Integrated Wealth Concepts LLC, is the home of discerning investors. We offer independent financial advise and assist them to make sound investment decision from the array of investment opportunities available.
Our Management Team
John Gennaro Cataldo - Chief Compliance Officer
Paul Anton Saganey - Founder
Wright Walter Leotis - Chief Executive Officer
Patel Subodh Manubhai - Legal Counsel
Paul Saganey - Equity Holder
John G. Cataldo - President and Chief Compliance Officer
Our Investment Strategy
At Integrated Wealth Concepts LLC, our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio.
This combination is what drives long-term risk adjusted value in our client portfolios. Our well-defined and disciplined investment strategy and philosophy is based on academic principles and experience over the years. A good investment policy is one that never changes with changes in market conditions. An investment policy should be modified only with a major shift in one’s investment time horizon, and/or a change in one’s personal tolerance for risk and volatility.
How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash.
Our investment planning process makes it possible to choose the most suitable investments for you. Unlike many of our competitors, we do not offer a cookie-cutter investment proposal with our financial plans, but rather a customized portfolio that is designed to meet your specific goals and objectives.
The only certainty in the financial markets is that they are uncertain. For most investors, this causes confusion, intimidation, and frustration when it comes to investing for the future. Our job at Integrated Wealth Concepts LLC is to alleviate this concern and bring clarity, confidence, and purpose when it comes to your portfolio. Over the years we have found our global perspective helps both in the short and the long-term as you reach your goals and plan your legacy. We share a similar investment philosophy. This investment principle combines an array of alternative investments with traditional investments, such as equities and fixed income. This approach offers opportunities for account preservation, income, and growth. We have implemented this approach through our collaboration with our esteemed partners as our custodians. Their comprehensive platforms combined with our investment knowledge offers our clients 24/7 access to their investment portfolios as well as an investment infrastructure to think outside the box to continue to meet your unique investment needs.
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CRD#: 284656
200 5TH Avenue Suite 4010
Waltham, MA 02451. U.S.A
CRD#: 6279806
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