Integrated Investment Consultants

Integrated Investment Consultants

The firm was established in 2015 and is headquartered in Bloomfield Hills, Michigan — a wealthy Detroit exurb with deep ties to automotive and industrial fortunes. Its founding positioned it to capture advisory relationships across the state's retirement-plan ecosystem and high-net-worth corridor north of Detroit. The firm serves individuals, trusts, estates, charitable organizations, corporations, and business entities — a broad charter typical of a regional advisory shop built for steady, compounding growth rather than institutional-scale ambitions. Integrated Investment Consultants delivers portfolio construction, asset allocation, and manager selection across a spectrum of liquid asset classes. Its service model spans direct equity and fixed-income management alongside access to third-party alternative vehicles. The firm operates in the Midwestern wealth market, where multigenerational family assets, 401(k) rollovers, and small-business owner liquidity events drive the majority of flows. Its location in Bloomfield Hills places it at the center of one of the Midwest's densest concentrations of private wealth. The firm's scale is undisclosed — no public AUM figure, headcount, or regulatory filing detail was available at press time. The advisory entity operates without publicly known satellite offices, adjacent family-office vehicles, or dedicated philanthropic arms. As a registered investment advisor, the firm files Form ADV with the SEC, making its custody relationships and services a matter of regulatory record, though the most recent filing was not independently reviewed for this profile. Integrated Investment Consultants reflects a structure common among regional RIAs: fiduciary advice delivered by a small, founder-led team without the platform complexity of a multi-family office or the capital allocation heft of an institutional OCIO. Its structural story is one of proximity — serving Great Lakes families and businesses within a defined geographic radius, rather than chasing national scale or product-manufacturing economics.