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Integrated Capital Management, Inc. reviews

Integrated Capital Management, Inc.

5.0
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5.0
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Summary:
Company size: 1-10
AUM: Up to $2B

Integrated Capital Management, Inc. is an SEC-registered investment adviser based in Jessup, Pennsylvania. Integrated Capital Management, Inc. provides the services of an outsourced investment department to institutional investors, broker dealers, registered investment advisers, financial advisors and their clients.


Integrated Capital Management, Inc. - Reviews

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LM
Lawson M.Jan 27, 2025
5.0
Investment Management | Investment Management
Incentivize
Ratings:
Knowledge and competency
5.0
Trust and confidence
5.0
Ease of Doing Business With
5.0
Value
5.0
Willingness to Recommend
5.0
Overall Rating
5.0
Customer Service and Responsiveness
5.0
Fees and Costs
5.0
Communications and transparency
5.0
Comment on the ratings:

They offer good and valuable insights to help their customers manage their business

Additional comments:

What did you like most and least about your experience with the Firm?

The quality of product and services offered to people

What recommendations would you make to the Bank and to other businesses considering engaging this Firm?

Improvement on technology services and upgrades in competitions