Integral Investment Advisors, Inc.
Integral Investment Advisors specialize in designing diversified portfolios that are illustrative of our client's financial objectives and goals. Our investment style is highly customized to our client’s risk tolerance, and seeks to maximize the preservation of capital and the post-tax total return. All portfolio decisions are made in accordance with personalized Investment Policy Statements.
A Wealth Management Firm Specializing In: ✓ Portfolio Management ✓ Financial Planning ✓ Fixed Income Management Integral Investment Advisors specialize in designing diversified portfolios that are illustrative of our client's financial objectives and goals. Our investment style is highly customized to our client’s risk tolerance, and seeks to maximize the preservation of capital and the post-tax total return. All portfolio decisions are made in accordance with personalized Investment Policy Statements. How We Serve You Portfolio Management Our goal is to truly understand our clients' needs and objectives, and then to design a diversified portfolio that illustrates those objectives. We have a strong bias towards constructing total return portfolios and have a tactical slant in sectors that have long term growth potential. We use a ‘top down’ approach when assessing portfolio weightings to take advantage of trends in the economy while still maintaining a diversified approach. Financial Planning Regardless of your stage in life, financial planning is a must. We spend the time to understand the needs and concerns of our clients, and then build a customized financial plan to reflect those needs. Fixed Income Management Management of either taxable or tax free individual bonds with the objective of providing stable income while adhering to quality securities is one of our specialties. Our goal is to take advantage of changes in relative value through active yield management, sector rotation, and prudent security selection. Our Process Quarterly client meetings are scheduled to review portfolio performance, allocation targets and individual investment performance. Additional meetings are scheduled as needed or by request. We exclusively work under a ‘fee-only’ arrangement, ensuring that there is never any conflict of interest in the advisor-client relationship. We do not sell investment products, accept commissions, or accept any third-party compensation.
Address: 1111 I Street, Suite 304, Modesto, CA 95354, USA
Phone: +1 209 338 5570
FAX: +1 209 338 5575
