INTEGRA FINANCIAL, INC.

Overview

Integra Financial, Inc. operates as an independent registered investment adviser that mixes discretionary portfolio management with financial planning and insurance brokerage. The firm positions itself as a capital allocator for both individual and institutional clients, favoring equity exposure as the primary driver of client portfolios. Service lines include direct portfolio management for individuals and small businesses, selection and oversight of external managers, and fee arrangements that can be based on assets under management, hourly billing, or fixed-fee engagements. The firm’s investment approach emphasizes exchange-traded securities for liquid exposure while relying on third-party managers and insurance products to fill out non-core allocations. As an insurance broker, Integra Financial integrates annuity and other insurance solutions into client plans where appropriate. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices