Integra Capital Advisors - Anna Maria, FL

Bradenton/Sarasota Area (941) 778-1900

Naples Area (239) 596-6726


Dynamic Portfolio Strategies

Our Dynamic Portfolio Strategies are offered in three objectives – Growth, Balanced Growth and Income, and Income. Each portfolio plan is diversified across multiple asset classes to support the objectives of performance and risk control. Asset classes considered include:

  • Domestic Equities
  • International Equities
  • Corporate Bonds
  • Government Bonds
  • Real Estate Investment Trusts (REIT’s)
  • Master Limited Partnerships (MLP’s)
  • Commodities
  • Alternative Investment Strategies

Central to the effort to generate attractive returns at acceptable levels of risk is our trend following momentum-based process that answers two important questions:

  1. What level of exposure should we have to each asset class within the portfolio?

  2. When invested in a broadly defined asset class, which segments or sectors should we focus our holdings in for the best result?

These questions are answered using a formula based process to remove guesswork from the decision making process, allowing us to eliminate the detrimental effects of emotional or subjective decision-making. In short – we measure what is, rather than trying to figure out what might be.

Ongoing monitoring is a daily task to assess relevant risk factors, and periodic adjustments are made as needed to keep the portfolio on target.