Integrated Capital Management, Inc.

Brian Tugend is a financial advisor at Integrated Capital Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Integrated Capital Management since 2015. Integrated Capital Management provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, other investment advisers, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta investment models.

Joseph Perfilio is a financial advisor with Integrated Capital Management, Inc. in Kamas, Utah, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Integrated Capital Management since 2009 and previously at Clayton Perfilio, Ltd. from 2004 to 2020. Outside of advising, he is a partner in two non-investment-related businesses, Pinnacle Capital, Inc. and Pinarello Partners, LLC. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, and government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta portfolios.

Michael Paciotti is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Integrated Capital Management, Inc. since 2009. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and government agencies. The firm uses a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive ETF-based portfolios as well as services to other advisers and municipal clients.

Peter Seyler is a financial advisor at Integrated Capital Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Integrated Capital Management since 2020, with prior experience at US Employee Benefits Services Group, Growth Coach Allentown, and Guardian Life Insurance Company. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and municipal or government agencies. The firm utilizes a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering tactical, tax-sensitive, ESG-tilted, and Strategic Beta models, as well as a closed-end fund discount strategy.

Ryan Lehman is a CFA® charterholder with nine years of industry experience. He has been with Integrated Capital Management, Inc. since 2014, serving as part of a six-advisor team based in Jessup, PA. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive portfolios primarily through institutional mutual funds, ETFs, and closed-end funds.