The risk and returns of stock, bonds and cash cover a wide spectrum. Investors need to consider the amount of risk (fluctuation and volatility of investment values) they are willing to accept to achieve the returns they want to earn — higher potential returns require higher levels of risk tolerance.

Customized Portfolios
Our customized portfolios offer asset allocation, style diversification and (multiple) manager alternatives in order to provide our investors with a customized mix of investments.

• Asset allocation is your portfolios' recommended overall investment percentage (%) mix in equities, fixed income, and cash equivalents.
• Style diversification provides your portfolio with a variety of tailored investment approaches (Value, Growth, Momentum, etc.) as well as providing geographic diversification such as Global, International and continential alternatives.
• Manager alternatives provide your portfolios with recommended investment percentages (%) varied by the specific portfolio manager.

This diversified structure has the potential to produce the returns desired, over the investment time horizon, while controlling the amount of fluctuation and volatility of the overall value of the investment portfolio.

Strategic Advisory Funds
Strategic Advisory Funds provide flexibility by allowing investors and their Advisors the option of making their own investment choices based on the wide array of Funds and Managers offered. Investors now have the option of customizing their own mix of investments to produce their desired results. This can be done through a Financial Advisor or we can assist you if you fill out the "Integris Profiler" attached to the application form and fax it to us at 246-430-5335.