OUR PHILOSOPHY

How We Operate, Our Mission & Our Values

We understand and respect the immense responsibility of investing other peoples’ money. That’s why we have a strict set of values that we hold ourselves to, day in and day out. This helps ensure that we are always doing the right thing for the client. Here are the characteristics of Integra that we believe separate us from the pack.

You’ll always come first at Integra! Other investment companies have dual obligations to benefit their corporation AND grow your assets which can have competing interests.


Registered Investment Advisor

Integra is a fee-based, independent Registered Investment Advisor (RIA) with no broker-dealer affiliations. We think these elements of our business help make us uniquely suited to care for your financial needs and help you work towards achieving your goals.


Accountability And Ownership

We own the work we do and take responsibility for it all. We will do all we can to help you work towards achieving your financial goals while mitigating risk.


Teamwork

We work with you and other professionals, such as your attorney, accountant, or family members, to help towards achieving your individual and family goals. We share knowledge, encourage and support each other, and respect individual differences. We are not too proud to take advice and feedback from others.

A Client First Mentality

Unlike brokers and other advisors affiliated with broker-dealers, whose primary responsibility is divided, our primary responsibility is you. We cut out the middleman and make you our primary responsibility. We are your fiduciary.


Integrity

We help ensure the integrity of the accounting and reporting records through diligent and thorough application of financial laws, regulations, and policies.


Full Transparency 

As a fee-based company, you will know exactly what our services cost and not be charged extra for trades. Our goal is that you always know what to expect and you can take your money elsewhere whenever you like, with no negative financial consequences.

Our Philosophy

We apply a collection of strong values to all the work we do, helping ensure your money is protected, and risk is mitigated when possible. Here are some of the pillars of our company that epitomize the way we work.


  • Value Investing
  • As value investors, on an ongoing basis we’re comparing the true values of investments with their perceived values in search of opportunities, and we pay close attention to capital preservation.
  • Perceived Value Compared to True Value
  • The market price of an investment is the same as its perceived value because it’s the price people are willing to pay right now to buy the investment. When the market price of an investment is below its true value, we believe the investment is relatively safe to buy because, over time, the market price should rise to equal to the true value.
  • Capital Preservation
  • Capital preservation comes into play when the market price of an investment with a perceived value that’s lower than the true value drops. In other words, the price moves away from the true value. When this happens, many investors are tempted to sell out. However, we resist this temptation as long as the true value continues to be higher than the market price because, over time, the market price should rise to become equal to the true value.