Integras Partners LLC
Integras Partners, LLC is an independent, fee-based Registered Investment Adviser (RIA) headquartered in Alpharetta, GA, United States. Founded in 2015, the firm provides financial planning, investment management, and retirement plan consulting services to individuals (including high net worth), families, and business owners. Integras Partners uses a fiduciary model, offering advice free from commissions and corporate conflicts. The firm emphasizes customized financial solutions with a focus on portfolio management, pension consulting, insurance integration, tax and estate planning. Integras Partners employs a team of experienced professionals dedicated to providing personalized strategies to help clients achieve financial stability and peace of mind at every life stage. The employee count appears to be small (likely under 10, based on public data and the firm's own descriptions).
Investment Strategy
Integras Partners uses a disciplined investment approach tailored to clients’ specific financial needs and time horizons. The firm limits market exposures for money required in the short term, while managing long-term portfolios to capture market growth over extended cycles. Portfolios are built using model strategies suited to the client’s risk tolerance, covering a broad range of investment products including equities, mutual funds, REITs, options, and structured notes. The firm offers regular account reviews and stresses diversification, long-term planning, and fiduciary duty—never charging commissions and acting solely in the client's best interest. Financial planning, retirement consulting, tax, and estate considerations are fully integrated into the investment process.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLOI | VANECK ETF TRUST | 6.66% | $8.2M | 155,127 | $52.93 | $53.10 | +$3.9M |
I IBDR | ISHARES TR | 5.09% | $6.3M | 259,248 | $24.10 | $24.30 | +$74.8K |
B BAI | BLACKROCK ETF TRUST | 4.10% | $5.1M | 148,511 | $31.26 | $34.16 | +$2.7M |
J JTEK | J P MORGAN EXCHANGE TRADED F | 3.34% | $4.1M | 44,911 | $86.38 | $91.97 | +$1.7M |
H HD | HOME DEPOT INC | 3.29% | $4.1M | 10,040 | $391.25 | $405.19 | +$900.7K |