Investment Landscape

Investment Landscape

At Integra Financial, we work with clients at all levels of investing. At Integra Financial, we work with clients at all levels of investing - from young investors to seasoned investors.

Any investment portfolio must start with a strong foundation. In general, the higher the potential reward, the higher the risk.

Please note that this illustration is solely intended to generalize a concept and is not a guarantee of any investment performance or returns. Opinions may differ on the risk levels of the particular assets. You should read the appropriate prospectus or investment documents before making any investment in order to understand the fees disclosed and risks involved.

Normally high risk investments equate to a higher return and low risk investments equate to a lower return. For more information on how to invest money, please contact Integra Financial.

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Below are examples of investment types for each of the areas represented in the graphic above:

Top Tier – Speculative

  • Art / Collectibles
  • Commodities
  • Futures
  • Gem Stones
  • Oil Exploration
  • Options
  • Precious Metals
  • Venture Capital

Second Tier – Growth

  • Annuities and Annuity Trusts
  • Equity Mutual Funds
  • Growth Stocks
  • Investment Real Estate
  • Variable Life Insurance

Third Tier – Conservative

  • Conservative Equities
  • (Balanced Funds, Convertible Bonds, Utility Funds)
  • Corporate Bonds
  • GNMA
  • Municipal Bonds
  • Residence

Retirement Plans

  • Sale of Covered Options
  • U.S. Government Notes and Bonds

Bottom Tier – Base Foundation

  • Certificates of Deposit
  • Fixed and Indexed Annuities
  • Money Market
  • Savings
  • Treasury Bills
  • Traditional and Indexed Life Insurance


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


Implement your plan


Monitor and rebalance investments