Investment Landscape

Investment Landscape

Understanding the complexities of the investment landscape can be difficult, and that’s why hiring Integra is the smart choice. We understand how to leverage high risk, high reward investments as well as the most safe, steady investments based on our client’s goals and ability to handle risk. Here are the main tiers of the investment landscape and what they include:

  • Top Tier – Speculative

    • Art / Collectibles
    • Commodities
    • Futures
    • Gem Stones
    • Oil Exploration
    • Options
    • Precious Metals
    • Sale of Covered Options
    • 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
    • U.S. Government Notes and Bonds

  • Retirement Plans

    • Qualified Plans (401k, pension plans, etc.)
    • Non-Qualified Plans (457, deferred compensation, etc.)

  • Bottom Tier – Base Foundation

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