Integrated Advisors Network LLC

Financial Foundations Inc., operating as a dba of Integrated Advisors Network, LLC, is an SEC-registered investment advisor founded in 2015. The firm offers fee-only investment management, financial planning services, and personalized advice to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm does not sell securities on a commission basis but may have associated persons who receive commissions in other fields. Integrated Advisors Network collectively managed approximately $4.334 billion in assets on a discretionary basis and $251 million on a non-discretionary basis as of February 29, 2024. The firm's investment strategy primarily involves strategic asset allocation using passively managed index and exchange-traded funds, with a focus on global diversification to control market risks. Clients are required to have an initial account value of at least $500,000, although smaller accounts may be accepted at the firm's discretion. Financial Foundations Inc. does not act as a custodian of client assets, and clients always maintain asset control. The firm has discretion over client accounts and places trades under a limited power of attorney. Clients receive periodic reports and account statements from the custodian at least quarterly. The firm does not receive compensation for client referrals or from third parties for directing brokerage services. Financial Foundations Inc. does not vote on client securities proxies and does not provide financial information as it does not serve as a custodian for client funds or securities.