Integra Asset Advisors, L.C.

Integra Asset Advisors provides comprehensive wealth management and financial advisory services to individuals (including high‑net‑worth clients) and a smaller group of corporate and institutional clients such as pension and profit‑sharing plans, trusts, and business entities. Services include discretionary portfolio management, financial planning and coordination with outside professionals, plus one‑time or project consulting on personal and business financial matters.

The firm pursues active, individualized portfolio strategies built from fundamental, technical, and quantitative analysis across equities, fixed income, mutual funds, ETFs, and option contracts, with accounts managed on a discretionary basis and reviewed at least quarterly. Where appropriate and with client approval, Integra may employ options strategies (including covered and uncovered positions and spreads) and selective margin use as part of separately managed accounts.

Distinctive aspects relative to many independent peers include its engagement with corporate and institutional clients and the explicit use of derivatives and option‑writing within managed accounts, services that are statistically uncommon in this category. The firm also combines ongoing asset management with business advisory and project/hourly consulting and offers formal in‑depth reviews and reports for clients who request them.