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Investment Management for Institutions and Foundations

Successful investment management involves a process that includes:

• Determining your investment goals and objectives;
• Creating an investment policy, focused on a diversified asset allocation strategy, designed to meet your investment objectives within your tolerance for risk;
• Assessing your current situation, and then implementing that investment strategy; and
• Continuously monitoring the success of this strategy.

Integra Trust Services has been investing funds for institutions and foundations for decades. Institutional investment management represents a significant portion of our total business, and we are proud of the creative and dynamic manner in which we assist our institutional clients with their investment management needs.

Our investment management professionals hold a variety of professional degrees and designations and supplement this training with annual continuing education programs. Furthermore, our investment technology is unsurpassed in the industry, allowing us to design and analyze each client's portfolio based upon the specific parameters we help our clients determine. This combination of the most qualified investment management professionals and sophisticated investment technology, allows us to provide our institutional clients with superior long-term performance.

We follow proven investment strategies and principles that have withstood the test of time in delivering consistent long-term investment performance. Asset allocation, based upon our client's investment objectives as outlined in an investment policy statement we help each client create, is critical to achieving your investment goals. Diversification among and within specific asset classes is a hallmark of our investment approach.

Continuous performance monitoring and reporting to our clients helps insure that we stay focused on your investment goals. Our clients receive periodic performance reports comparing their investment results with appropriate benchmarks and with a peer group of investment professionals. Our goal is to deliver real and measurable value to your investment management by providing our clients with superior returns based upon these principles.

In our industry we often find that prospective clients do not know what fee they are being charged by their current provider of investment services. We provide our investment management service for a reasonable fee that we submit to our clients prior to our engagement. This equates to superior investment performance at a fair price.

Moreover, we deliver unparalleled service to our clients. We adhere to the highest fiduciary standards in the management of institutional funds, and we are uncompromisingly committed to the interests of our clients. The investment management team assigned to our institutional clients is focused on a limited number of clients, and we are committed to absolute client satisfaction.