Investment Services
Here at Integra Financial, we have assembled a team of experts who understand the world of investing inside and out. Though the market constantly changes and the financial industry does the same, we have the skills and knowledge to navigate these shifting tides for you.
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.
Investment Types
The financial world is full of different types of investments, all with their own pros and cons. While you should contact us for more in-depth details about these investments and if they can help you reach your financial goals.
Investment Services
As registered investment advisors and financial planners who have served clients for over 30 years, our team at Integra Financial knows how to make our customers’ dreams come true. We work hard to maximize your investments and optimize your gains, whether you are a small investor looking to achieve minor growth or a multi-millionaire looking to properly utilize your wealth. Learn more about the full range of services we can offer you below.
How Our Services Work
General Advice
People are different and have different needs and lifestyles. Someone out of college has drastically different needs and debt than someone closer to retirement. We can help customize your plan by helping to choose investments that are appropriate for your goals and/or family. By setting clear and attainable goals, you will have a plan for funding those goals, you will know how to invest appropriately, and you will know you have begun accumulating the money you will need during retirement.
Understand the types of available investments and your risk tolerance. There are a variety of investment types and retirement plans to meet individual needs. We have tools and charts to help you understand your feelings about investment risks and the returns you want to see that are associated with them. Investment risk is simply the possibility that an investment's value will go up or down. Your ability to accept risk is based partly on your personality, current financial situation, need for immediate cash, investment preferences, time horizon and other factors. Understanding those two factors will help us in determining a plan that is right for you.
Invest for the long term. By buying and selling investments or try to “time” the market, can potentially destroy your retirement savings. In addition, you could get hit with capital gains taxes or penalties that apply to early withdrawals on tax-deferred accounts. It is smarter to take a long-term view when you are investing for retirement.
Studies show that the key to investing is asset allocation; the science of selecting the right types of investments in the right amounts.
If you also diversify your investments by spreading the risk around by investing in more than one thing, you can potentially minimize risks and maximize your returns. Keep in mind that neither asset allocation nor diversification can ensure a profit or protect you against market loss. A combination of investments, some more risky and some less risky, can help.