Services

Services

The principals at Integra Financial are independent investment advisors and value investors.

Our services include:

  • Investment Planning & Advice
  • Retirement & Education Plans
  • Mutual Funds, ETFs, Stocks, Bonds, and SMAs
  • Estate Transfers
  • Working with Seniors
  • Inheritance Planning
  • Financial Planning Services
  • IRA's / Pension Rollovers
  • Fixed & Variable Annuities

Value Investing

As value investors we're constantly 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, the investment is relatively safe to buy, because over time, 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.

We apply this philosophy to our own accounts as well as our client's accounts, including both:

High Touch Accounts suited to investors with $500,000 or more of investable assets and complex financial needs

High Tech / Low Fee Accounts suited to investors with $10,000 or more of investable assets and less complicated financial needs

We at Integra Financial have been independent investment advisors and value investors for over 25 years.


1

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


2

Open your account


3

Monitor and rebalance investments