A complete list of active advisors currently associated with Integrated Retirement Strategies
Warmer can help you find a great advisor at Integrated Retirement Strategies or one who fits your needs even better.
The firm provides investment supervisory services and financial planning primarily to individual clients and their families, including high-net-worth individuals and trusts, and also accepts pension and profit-sharing plan clients as well as certain institutional entities. Services include discretionary portfolio management, personalized investment policy statements, ongoing portfolio monitoring, insurance review, and assistance implementing personal finance tools. Investment decisions are guided by a combination of fundamental and technical analysis and an emphasis on multi-year holding periods (12+ months), with portfolios tailored to each client’s goals, time horizon, and documented risk tolerance. The advisor generally manages assets on a discretionary basis, performs quarterly reviews, and, when suitable, may employ rebalancing, income-focused strategies and selective use of short sales, margin, or options. Distinctive aspects include the firm’s single-advisor structure supported by several decades of industry experience and professional planning credentials, along with prior growth-equity fund management experience that informs its investment work. Uncommon for a firm of this size, the advisor is licensed to act as a life and health insurance agent in multiple states and may sell insurance products (earning commission when appropriate), and the firm manages the large majority of its roughly $44 million in AUM on a discretionary basis for a relatively small client base.
To learn more about the advisors currently working at Integrated Retirement Strategies, 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 |
|---|---|---|
Oregon City, OR
| 19
|
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