Founded in 1992, Integra Capital Management is an SEC registered investment adviser that provides disciplined portfolio management strategies to clients of financial advisors around the country. We have two primary office locations on the Gulf Coast of Florida, one in the Bradenton / Sarasota area and one in the Naples area.
To learn more about us, call (941) 778-1900 or email firstname.lastname@example.org.
This site is intended for financial advisors to which we provide disciplined portfolio management strategies for their clients through a direct sub-advisor relationship, on the Envestnet PMC Platform or Nationwide Advisory Monument Advisor Annuity Platform.
Please note we are not able to work directly with clients of financial advisors that have an existing business relationship with Integra Capital Management unless that advisor has brought the client to us.
This website is a publication of Integra Capital Management, an Investment Adviser registered with the Securities and Exchange Commission (SEC) of the United States. Registration with the SEC does not imply and level of skill or training. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects presented. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Investing in securities involves the risk of loss of principal value and past performance is not a guarantee of future results. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Integra Capital Management may provide information incidental to rendering financial and investment advice in the areas of tax planning, estate planning. Individuals should seek advice from professionals in these areas before making decisions.
Hyper-links on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. Integra Capital Management is a fee-only registered investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.