Founded in 2010 to provide complete independence from brokerage houses and insurance firms, allowing uncompromised financial advice. Combined, we bring more than 80 years of industry experience helping affluent individuals and business owners make educated investment decisions. We strive to help you achieve your goals with controlled risk and tax efficiency.
We want to best understand your personal situation, relationships and values, so that we can customize strategies with the highest ethical values and present solutions that align your valuable resources towards 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, take what the markets offer while helping to secure your future.
Integras Partners advocates the Endowment Model strategy, offering our clients complementary investment choices in real estate, private debt & equity, and energy. 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.