Why Integras?

We align investments
to fund your dreams’ timeframes.

Typical “risk score” asset allocation models assume more risk than investing for specific timeframes.   For example, we take little risk with money you need soon, allowing for increased risk to harvest better returns over extended horizons.  The longer investments have, the greater the certainty of expected returns and reduced worry about short-term market gyrations.

Aligning Risk to Increasing Timelines

15+ Years

Long Term Growth

Legacy

Financial Independence

11-15 Years

Dividend Growth

Transition Parents

Travel

8-10 Years

Real Assets

Help Kids Get Started

4-7 Years

Income

College Expenses

Expand Home

1-3 Years

Liquid Assets

Current Income

Family Trips

Strategy

Goal Timeline Example