Integrated is... Ownership Without Being On Your Own.
At Integrated, financial advisors do not work for us; we work for advisors.
Advisors retain 100% ownership of their client relationships, client data, and brand.
Integrated is... Independence Without Being On Your Own.
As part of the Integrated family, advisors enjoy our operational scale, enterprise relationships, and compliance expertise to free them from the tedious and unprofitable aspects of their business. With Integrated as their advocate, advisors feel confident, supported, and secure to focus on what matters to them most... their clients.