Why Integras?

We align investment timeframes

to match your dreams.

Broad asset allocation based on “risk scores” assumes more risk than aligning investments to fund specific goals.   So, we take little risk with money you need soon, allowing the benefits of increased risk to mature over extended horizons.  The longer investments have the greater the certainty of expected returns. Plus, you don’t have to 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