OUR PHILOSOPHY
How We Operate, Our Mission & Our Values
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. These elements of our business make us uniquely suited to care for your financial needs and help you achieve all 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 achieve your financial goals while mitigating risk.
Teamwork
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 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 to the broker-dealer, our primary responsibility is you. We cut out the middleman and make you our primary responsibility. We are your fiduciary.
Integrity
We 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. You can always know what to expect and 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, ensuring your money is protected, and risk is mitigated in every possible way. Here are some of the pillars of our company that epitomize the way we work.
- 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, 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.