Broker Check

Investment Advisory Services 

It is not uncommon for a physician to work and invest for twenty years, with no idea what the end result will be.

A collection of unrelated 403(b), 401(k), IRA, 457 and ORP accounts may add up to a lot of money in a spreadsheet, but the lost opportunity due to lack of organization and direction can have a lifelong impact.

We work closely with clients to develop a coordinated and intentional asset management plan, through five critical steps:

  1. We obtain a written Investor Profile to guide us in making decisions that are consistent with your personal objectives, risk tolerance and time horizon.

  2. We develop an Account Structure Proposal that identifies the optimal number and type of accounts.

  3. We construct an Investment Policy Statement that establishes guidelines for making decisions and creates a benchmark for the aggregate portfolio.

  4. We organize and engage your portfolio, according to the now established guidelines.

  5. We monitor and report your progress, every calendar quarter.

Our stringent and objective criteria, allow us to remain objective in our decision making and provide you with unbiased recommendations at every point in the relationship.

Alternative Investments

The term “alternative” most often refers to investment opportunities that do not fit a traditional, exchange traded asset class. In many cases, these investments are illiquid and are often direct partnership interests, rather than indirect ownership platforms. Some examples include Commercial Real Estate,  Energy, Private Debt, HealthCare and the emerging field of Digital Tokens and Currency.

With over two decades of experience and relationships, the team at Integrated WealthCare has been through multiple investing cycles and seen investment fads come and go. In our opinion, a proven history of meeting and exceeding modeled returns is the most appropriate way to measure alternative programs and sponsors.

While not appropriate for all risk models and investor objectives, we believe that these investment vehicles provide negatively correlated return potential, as well as risk diversification that is difficult to achieve with traded, correlated assets.