Integra Capital experienced investment team runs several model portfolios built using a variety of individual securities, mutual funds and exchange traded funds (ETFs). Accounts can be managed using one model or in combination with multiple models based on your client’s situation.
Our Portfolio Manager uses the state of the art Tamarac Rebalancer software to trade across many models and accounts at one time for maximum efficiency and lower possibility of a trade error.
Legacy positions or other non-modeled securities can be accommodated in the same account as the models through locking those securities until you and your client are ready to sell all or part of a position.
Want to run your own portfolio models? We are happy to discuss that option with you and review your strategy to ensure compliance with our policies and procedures.