About Integrated Partners
Integrated Partners (Integrated), a Top 100 ranked Registered Investment Advisory (RIA) firm by Barron’s, provides a robust level of operational and back-office support including compliance oversight and administrative functions, financial planning, and wealth management services. PRISM Financial Strategies has established a strategic partnership with Integrated; a separate, independent entity that operates in a fiduciary capacity.
By outsourcing back-office services, it allows us to streamline our operations, integrate cutting-edge technology, and innovate as the industry changes. With this partnership, we can tap into Integrated’s vast resources including Advanced Planning, Business Owner Solutions, Family Office Services, and Retirement Plan Administration capabilities to enhance the overall client experience and better serve our clients’ evolving needs.
Integrated does not manufacture investment products or hold clients’ money. Clients’ money is held with our custodial partners, Charles Schwab & Co., Inc. and Fidelity Investments.
About Charles Schwab
Schwab Advisor Services, a division of Charles Schwab & Co., Inc., acts as a qualified custodian offering trade clearing and custody services for our clients. Schwab has been providing these services to RIA firms for over 30 years.
About Fidelity
Fidelity Institutional®, a division of Fidelity Investments, acts as a qualified custodian offering trade clearing and custody services for our clients. Fidelity has been providing these services to RIA firms for over 20 years.
Through these three partner affiliations, we can choose the products and services that address your needs. This commitment to objective financial advice helps to preserve the integrity upon which we built our firm and its reputation.
Industry Leading Awards and Credentials
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS
