Why Integrated?
It's passion, not only work!
Our passion is to provide personalized professional services to financial services firms and other businesses. We are committed to helping our clients organize, grow, and preserve their wealth by being an active partner in the 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.
Our Group
Integrated Solutions℠ provides professional services to the financial services sector and other small-to mid-sized businesses. We specialize in advising broker-dealers, investment advisers, commodities firms, 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 founding members. IMS was formed to fill a void in the financial services community for operational and compliance consulting services. It has been able to offer assistance in navigating every day complexities that exist by in a regulated environment. Over the years, through careful growth and thoughtful fiscal management, we have built a firm that demonstrates 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℠.
Our Values
For more than 35 years our professionals have been servicing clients with a commitment to our core guiding principles.
Integrity
Our professionals willingly and consistently act in accordance with ethical and professional standards.
Professionalism
Our professionals conduct themselves with the skill, good judgment, and polite behavior that is expected from a person who is trained to do a job well.
Personal Service
We pride ourselves as providing a personalized and customized service to satisfy each client’s needs. We don’t use a cookie cutter approach when crafting client solutions.
Our people
The Integrated Solutions℠ team is comprised of more than 30 capable, motivated individuals, coming from a variety of backgrounds having business, financial, regulatory, operational and technical expertise. We provide personalized service and are attentive to our client's needs. 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.