About Us

• Integer, pronounced \ˈin-ti-jər\ , is Latin for “whole” which embraces our investment philosophy of “holistic” investing.
• We are fee only advisors with no products to sell.
• We specialize in meeting the needs of affluent individuals, families and professional business associations.
• We create comprehensive wealth management strategies which draw on our tax and investment competencies.
• We design, implement and monitor our client investment portfolios.

• Client Focus.
• We are considered fiduciaries to our clients.
• Flexible investment strategy.
• Fee only advisors.
• Capable of utilizing any investment strategy that fits a client’s need and meets our strict investment guidelines.
• Extensive tax and planning backgrounds.
• Strategic alliances with world-class organizations providing access to leading investment strategies.