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Investment Management for Individuals and Families

Your first concern is to conserve and enhance your investments to provide for the immediate and future needs of your family and loved ones.

You also know how complex investment management can be in a world of volatile financial markets and your own changing personal circumstances.

Complexities yield to strategic planning and the realities of solid investment counseling and implementation when you take advantage of Integra Bank's investment management services.

How we can help

Our investment management professionals begin by listening, not by prescribing ready-made programs or by assuming your goals and preferences can be forced into a standard formula. Your objectives, your understanding of how best to meet them, your concerns about the welfare of your loved ones and how they can continue to benefit from the assets you have carefully amassed and safeguarded for them--these are the things you have given much thought to, and those thoughts and decisions are what we are most interested in knowing before we make any proposals to you.

When we understand your position, then we bring our knowledge of current and historical investment markets to bear on developing a long-term strategy with you. That strategy is focused on making your financial position, and that of your heirs, more secure and more securely profitable.

You can be confident we have the professional skills necessary for the task. Our investment management professionals have many years of collective investment experience.

Their experience is backed up by specialists in such areas as tax, law, accounting, and administration.

There are many ways to measure the success of a relationship between an individual or family and a bank. The most obvious way is to measure return on investment-how well does the bank manage your money?

We can call on history again for an answer; over the last decade, Integra Trust Services has consistently surpassed popular market averages in terms of its total portfolio return on fixed income and equity performance. Our record for meeting individual and family portfolio objectives has been exceptional.