At Integra Financial, our Mission is quite simply to be the best financial advisor our clients could have, which means providing objective advice based solely on their best interests. As a Registered Investment Advisor, we are legally required to put your needs ahead of our own.
What you can expect from us:
Personalized Value: Provide high value investment planning services tailored to your individual needs throughout your financial life. We take into account not only portfolio growth and income but also tax, risk, estate, major expenses, and other financial considerations. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Our Clients Come First: Unlike brokers and other advisors affiliated with broker dealers, whose primary responsibility is to the broker dealer, our primary responsibility is to you. We cut out the middle man and make you our primary responsibility. We are your fiduciary *.
Transparency: Ensure complete transparency in all aspects of our relationship
We believe the way to accomplish this mission is to consistently demonstrate integrity, accountability, personalized customer service and offer valued services throughout our organization. We believe the true measure of our success is client satisfaction and retention.
* Fiduciary: Holding or held in trust and legally bound to put our clients' needs ahead of our own
We serve our customers by providing reliable and dependable service in a timely, consistent and accurate manner. When interacting with our customers we are polite, friendly, professional and efficient. When situations require, we take initiative and proactively address customer needs. We work to earn and keep your trust and approach your financial planning as if it were our own.
We ensure the integrity of the accounting and reporting records through diligent and thorough application of financial laws, regulations and policies. This includes everything from the accurate and timely completion of customer requests through the appropriate documentation of transactions. We also use the latest technology to provide both reporting speed and accuracy, and we apply honesty and integrity in all relationships, both as individuals and as a firm.
We are committed to helping you reach your financial goals. We ensure proper internal controls are in place to mitigate risk and safeguard your information, offer financial status and financial condition reports at scheduled intervals, as well as upon request. We use 3rd party custodians to provide you with another layer of protection for your assets. Unlike a broker dealer, bank, or insurance company, we are accountable to YOU.
We work with you and other professionals, such as your Attorney, Accountant, or family members to achieve your individual and family goals. We share knowledge, encourage and support each other, and respect individual differences.
We perform our duties to the best of our abilities and take pride in our work. We treat your investments the way we treat our own investments. When you work with us, there is no Broker/Dealer or other middleman so, as your Advisor, we can provide the best value to you. Unlike other firms, we disclose where all our compensation fees come from.
We continually examine the way we operate and seek opportunities to improve the effectiveness of our service and to be the best financial partner you work with.
We began our financial company in 1990 with the goal of helping our clients to better their financial futures. Today, we remain committed to putting the needs of needs of our clients first.