Investment Services

Here at Integra Financial, we have assembled a team of individuals who have expertise in understanding the world of investing. Though the market constantly changes and the financial industry does the same, we think we have the skills and knowledge to navigate these shifting tides for you. 

Investment Landscape

Understanding the complexities of the investment landscape can be difficult, and that’s why we believe hiring Integra is the smart choice. We understand how to leverage high risk, high reward investments as well as steady investments based on our client’s goals and ability to handle risk. Here are the main tiers of the investment landscape and what they include.

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Investment Types

The financial world is full of different types of investments, all with their own pros and cons. While you should contact us for more in-depth details about these investments and if they can help you reach your financial goals.

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Investment Services

As registered investment advisers and financial planners with more than 30 years of experience serving clients, the team at Integra Financial is committed to helping you make the most of your financial opportunities. We work diligently to help maximize your investments and position your portfolio for long-term growth. Whether you are building wealth as an emerging investor or managing substantial assets, we tailor strategies designed to support your financial goals. Learn more below about the full range of services we offer.

How Our Services Work

 Our investing services are designed for people who have over $500,000 of investible assets and more complex financial needs. The fee for this service is a maximum of 1.25% of portfolio assets under management. This includes close, regular interaction with your advisor to help ensure that you have a custom-tailored plan in place that can adapt as needed. We monitor your portfolio on an ongoing basis and make adjustments as necessary.

New client consultations are complimentary, during which we discuss client needs and our services. If assets are not managed by Integra, consultations and advice can be scheduled as needed at $200-500/hour.

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    General Advice

    People are different and have different needs and lifestyles. Someone out of college has drastically different needs and debt than someone closer to retirement. We can help customize your plan by helping to choose investments that are appropriate for your goals and/or family. By setting clear and attainable goals, you will have a plan for funding those goals, you will know how to invest appropriately, and you will know you have begun accumulating the money you will need during retirement.


    Understand the types of available investments and your risk tolerance. There are a variety of investment types and retirement plans to help meet individual needs. We have tools and charts to help you understand your feelings about investment risks and the returns you want to see that are associated with them. Investment risk is simply the possibility that an investment's value will go up or down. Your ability to accept risk is based partly on your personality, current financial situation, need for immediate cash, investment preferences, time horizon and other factors. Understanding those two factors will help us in determining a plan that is appropriate for you.


    Consider investing for the long term. By buying and selling investments or try to “time” the market, can affect your retirement savings. In addition, you could be subject to capital gains taxes or penalties that apply to early withdrawals on tax-deferred accounts. We believe it is smarter to take a long-term view when you are investing for retirement.


    Studies show that the key to investing is asset allocation; the science of selecting the right types of investments in the right amounts. If you also diversify your investments by spreading the risk around by investing in more than one thing, you can potentially minimize risks and maximize your returns. Keep in mind that neither asset allocation nor diversification can ensure a profit or protect you against market loss. A combination of investments, some more risky and some less risky, can help.