A complete list of active advisors currently associated with Integras Partners, LLC

Warmer can help you find a great advisor at Integras Partners, LLC or one who fits your needs even better.

Integras Partners provides discretionary portfolio management, financial planning and retirement plan consulting to individuals (both high‑net‑worth and non‑HNW), employee benefit plans and charitable organizations. The firm manages roughly $245 million in client assets for about 187 clients through a small advisory team and uses firm agreements to grant discretionary trading authority. The firm typically implements investor-specific investment plans using firm‑developed model portfolios and a mix of fundamental, technical, charting and cyclical analysis informed by third‑party research. Integras invests across a broad set of instruments — including equities, fixed income, mutual funds, ETFs, REITs, structured products, private placements and options — and states that it engages in option‑writing and other derivative strategies within managed accounts. Notably, Integras discloses the use of derivatives (including options and derivative‑based exposures) in separately managed accounts, a practice the firm identifies and that is relatively uncommon among its supported peers. The brochure also highlights the firm’s retirement‑plan consulting and educational services and discloses that some advisory personnel are licensed insurance agents who may receive commissions, a compensation arrangement the firm documents and addresses in its policies.

To learn more about the advisors currently working at Integras Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.