Formed in 2010 to achieve complete independence from brokerage houses and insurance firms to allow uncompromised financial advice. Combined, we bring more than 60 years of industry experience, helping affluent individuals and business owners make smart investment decisions and strive to achieve your goals with minimal risk and save on taxes.
We ask questions and then listen to best understand your personal situation, relationships and values. Next we customize strategies with the highest ethical values and present solutions that align your valuable resources towards meeting your life goals.
We provide sophisticated investment choices, continuing education and a personal commitment to our our clients. We do not believe in "frozen allocations" or "riding out" market volatility. We act in the face of market uncertainties to protect your money and help secure your future.
Integras Partners advocates the Endowment Model strategy, offering our clients complementary investment choices in hard assets, private debt, energy and managed futures. These vehicles, utilized primarily by insurance companies, public pension funds and the wealthiest investors are now available at reasonable minimums to our individual clients.
In conjunction with your legal and tax advisors, Integras Partners offers both the professional expertise and personal commitment that can help bring emotional comfort to your financial decision process and success in helping your investments achieve your goals!
We invite you to partner with us!
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
Utilizing a similar strategy to the Yale or Harvard Endowment does not guarantee the same performance or returns and there is no assurance that the investment objectives of these programs will be attained.