About

About

Integra is a Registered Investment Advisor (RIA) with no broker dealer affiliation, and our financial advisors have been managing client assets for over 25 years.


As an independent, fee-based, RIA we have:

A Legal Obligation To Put Your Interests Ahead Of Our Own

As a Registered Investment Advisor, we're governed by the Securities and Exchange Commission. That means that, by law, we have to act in the best interest of you, our client, and put your interests ahead of our own.




Advisors working for a Broker Dealer such as Merrill Lynch, Smith Barney, or Edward Jones are governed by the suitability standard. Their first obligation is to the corporation they work for, and their legal obligation to you is only to do what's suitable for you not best for you. The suitability standard is the lowest standard there is, and it can result in additional fees for you of 2% or more.

Only An RIA That Does Not Work For A Broker Dealer

Some Registered Investment Advisors use tactics for both complying with the Fiduciary Standard and generating extra commissions for themselves. They do this through dual registration – being both registered as an RIA and affiliated with a broker dealer, and they do it by creating their own proprietary funds. Either way, that means more fees for them and less return for you.

Complete Transparency And Disclosure Regarding Fees

Integra Financial is fee-based. That means you know exactly what you pay for our services, and there are no additional fees for trading. It also allows you to leave Integra at any time with no negative financial consequences.

We are proud to be fiduciary advisors, and we believe our business philosophy is the reason our client retention rate is above 98% year after year. We would be honored to put one of our financial advisors to work for you.


1

Analyze your current situation, risk tolerance, time horizon, and goals


2

Open your account


3

Monitor and rebalance investments