Integrated Capital Management, Inc.

The firm provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, with an emphasis on equities and exchange‑traded funds. It documents client goals and constraints in an Investment Policy Statement and delivers ongoing monitoring and periodic reporting.

ICMI’s investment process combines charting, fundamental and technical analysis and employs both long‑ and short‑term trading approaches, including options strategies such as covered and uncovered positions and spreads. The firm generally manages client assets in‑house, seeks fair allocation of opportunities across accounts, and typically operates with discretionary trading authority where granted.

The brochure discloses that the firm’s principal has affiliated business activities that include accounting/business consulting and a real estate brokerage, and these relationships are identified as potential conflicts of interest that clients are not required to use. The firm’s explicit use of options/derivatives in managed accounts, a requirement that clients use specified custodians, and the principal’s significant outside business time commitment are operational features that distinguish the firm from many independent solo practitioners.