A complete list of active advisors currently associated with Integrated Benefits, Incorporated
Warmer can help you find a great advisor at Integrated Benefits, Incorporated or one who fits your needs even better.
Integrated Benefits, Incorporated is a two-advisor SEC-registered firm managing roughly $101 million in client assets that serves high-net-worth individuals, families, trusts, estates and businesses. It provides discretionary investment management, separate financial planning engagements, and ongoing retirement-plan consulting. The firm generally pursues a fundamental, long-term oriented investment approach, constructing customized portfolios from mutual funds, ETFs, individual equities and fixed-income securities while retaining legacy holdings when appropriate for tax or portfolio-fit reasons. Integrated Benefits works with clients through ongoing personal contact, annual reviews, and implementation of agreed-upon investment strategies with the ability for clients to place reasonable restrictions on holdings. Noteworthy distinctions include the firm’s affiliation with insurance activities: its advisory representatives may recommend and sell commissionable insurance products, a potential conflict the brochure discloses alongside the firm’s stated fiduciary obligations. The firm also maintains an institutional relationship with Charles Schwab that provides technology and research support and offers ERISA-aware retirement plan consulting, features that are less common among similarly sized peers.
To learn more about the advisors currently working at Integrated Benefits, Incorporated, 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.
Name |
Location |
Years of experience |
|---|---|---|
Grand Junction, CO
| 41
| |
Grand Junction, CO
| 6
|
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