ICA puts compliance first - making compliance real and relatable.

They work with independent RIAs that want a program that reflects how the firm actually operates, serves, and grows, grounded in the Investment Advisers Act of 1940 and built to stand up in an exam. From new SEC and state registrations to ongoing oversight, their senior level consultants help design and maintain compliance frameworks that are clear, workable, and scalable as the business evolves.

ICA also supports the areas that shape risk and reputation through two connected service lines built specifically for advisory firms. Integrated Cyber Advisors delivers security first cybersecurity programs with controls, policies, and vCISO level guidance aligned with regulatory expectations, so client data and daily operations are supported by a coherent, audit-ready approach.

Integrated Creative Advisors provides branding, websites, content, and recurring marketing that is reviewed by compliance professionals, aligned with the SEC Marketing Rule, and delivered with organized supporting content files that are ready for Greenboard and regulatory review.

With Compliance, Cyber, Creative, and Greenboard working together, ICA helps advisory firms protect what they have built, present their best story to the market, and stay prepared for regulatory scrutiny without losing the human side of the client experience.