Our professionals willingly and consistently act in accordance with ethical and professional standards.
Our passion is to provide personalized professional services to financial services firms and other businesses. We commit to help our clients organize, grow, and preserve their wealth by being an active partner in their understanding and management of their business. We translate our clients’ needs into a quality end product, and strive to provide our clients with solutions to their unique situations. Our office culture promotes “integrated” teamwork to ensure a job well done and a satisfied client.
Integrated Solutions ℠ provides professional services to the financial services sector and other small-to mid-sized businesses. We specialize in advising broker-dealers, commodities firms, investment advisors and other entities regulated by the Securities and Exchange Commission, FINRA and other regulators. We provide fund administration services to hedge funds, fund of hedge funds, private equity firms and family offices. We also provide services to companies in real estate, entertainment, and other industries.
Integrated Solutions ℠ started with the formation of Integrated Management Solutions USA LLC (“IMS”) in 1985 by Howard Spindel (and two other founders who have since left the firm). IMS was formed to fill a void in the financial services community for operational compliance services by providing smart solutions to the every day complexities in a regulated environment. Over the years, through careful growth and thoughtful fiscal management, we have built a firm with tremendous breadth and expertise in our field. In 2005, the firm launched Integrated Investment Solutions LLC (“IIS”) to provide fund administration services to the alternative investments community. In 2014, Integrated Bookkeeping Solutions USA LLC (“IBK Solutions”) was launched to expand our accounting and bookkeeping service offerings to a variety of industries. IMS, IIS and IBK Solutions together make up Integrated Solutions ℠.
For more than 30 years our professionals have been servicing clients with a commitment to our core guiding principles.
The Integrated Solutions ℠ team members are comprised of capable, motivated individuals who come from a variety of backgrounds with business, financial, regulatory, operational and technical knowledge. We provide personalized and attentive service. Our team focuses on the financial services industry, with years of experience in public accounting, fund administration, brokerage, trading and sales, capital raising, and compliance.
Clients come to us for our deep industry knowledge and unwavering dedication to excellence. Our successful track record and long history of servicing the financial services and business communities brings to our clients value-added, trusted guidance and experienced handling of services in a highly professional manner.
Michael Stupay has been a member of Integrated Solutions ℠ management since 1994. Among his responsibilities, Michael coordinates the firm’s client development and feedback initiatives, and manages the firm professional service team. Further, he serves as the Financial and Operations Principal of several securities broker-dealers.
Howard Spindel is one of the founders of Integrated Solutions ℠ and a member of the firm’s management since 1985. During his tenure, he oversaw the growth of the firm from a three person office in lower Manhattan to the multifaceted organization that it is today.
Rafael Beck is based at Integrated Solutions ℠ Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and bookkeepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer and outsourced accounting clients.