Integrated Management Solutions

AccountingNew York, United States11-50 Employees

Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities broker dealers, commodities firms, investment advisors, private and publicly held funds and other entities, from early stage to well established organizations.
Our experience supports domestic and international clients of all sizes providing deep regulatory knowledge across U.S. and international jurisdictions.

What Makes IMS Incomparable
•	A globally experienced team with licensed securities backgrounds across equities, fixed income, commodities, and private equity in US and international markets. This expertise extends beyond compliance.
•	Professionals knowledgeable in cross border transactions and non-US fund launches and listings.
•	A seasoned roster of Financial and Operational Principals (FINOPs), many of whom are CPAs or senior-level accounting professionals. 
•	Multiple pathways enabling U.S. and non U.S. individuals and entities to access U.S. institutional investors and markets.
•	A proven willingness and ability to advocate at the highest regulatory levels, including taking principled and, at times, unconventional positions on behalf of our clients.
•	Our expertise shaped has evolved alongside changes in regulation, technology, products and services.

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