Diversified exposure to broad stock markets for long-term growth Active management for the potential to outperform equity benchmarks Stock selection based on valuation, earnings growth, and rising dividends

Reduction in the likelihood and severity of extreme outcomes Understandable trade-offs illustrated by the return profile Hybrid investment strategy providing both safety and growth potential

Optimized after-tax returns by favoring tax-free bonds for high tax bracket situations Gain or loss harvesting to avoid tax surprises Proper location of income-producing investments between retirement and taxable accounts

Investment Management

We tailor your portfolio of investments to your comfort level by balancing risk and return potential, then actively monitor the markets for opportunities to protect and grow your wealth.

At Integral Wealth Management, we help clients answer questions like:

“How much income can my portfolio safely provide?”

“How can I turn my investment account into a retirement paycheck?”

“What’s an appropriate amount of risk for my comfort level?”

“Which investment strategies should I pursue?”

“Which investments are best suited for taxable accounts?”

“How much will I owe in taxes on my investment accounts?”

“How can I reduce the likelihood and severity of suffering investment losses?”

“How often should I look at my accounts?”

❮ ❯

investment management services

Equity investing

Diversified exposure to broad stock markets for long-term growth
Active management for the potential to outperform equity benchmarks
Stock selection based on valuation, earnings growth, and rising dividends

Fixed income investing

Diversified exposure to broad bond markets for income and safety
Active management for the potential to outperform fixed income benchmarks
Individual bond selection based on credit risk, interest rate sensitivity, and after-tax yield

Risk mitigation

Reduction in the likelihood and severity of extreme outcomes
Understandable trade-offs illustrated by the return profile
Hybrid investment strategy providing both safety and growth potential

Private equity and private credit

Access to investing in companies at earlier stages of growth
Diversification from investments in public markets
More vanilla structure than other alternative investments

TACTICAL ASSET ALLOCATION

Increased exposure to desirable sectors or themes
Short-term trend following opportunities
Greater freedom around inflection points at market highs and lows

Tax-aware investing

Optimized after-tax returns by favoring tax-free bonds for high tax bracket situations
Gain or loss harvesting to avoid tax surprises
Proper location of income-producing investments between retirement and taxable accounts

Interested in Learning More?

Schedule a Conversation Today