Integras Partners, LLC

Integras Partners, LLC, established in 2010 and registered as an investment adviser in 2014, offers financial planning, portfolio management, and retirement plan consulting services. The firm's principal owners are A. Sidney Browning, IV, and Keith D. Johnson. Integras Partners manages investment portfolios on a discretionary basis, utilizing model portfolios tailored to clients' risk tolerance. Financial planning services are provided at no extra charge, focusing on budgeting, retirement planning, and asset allocation. Retirement plan consulting services include plan reviews, fund selection advice, participant education, and investment performance monitoring. The firm offers advice on various investments, including equities, mutual funds, options contracts, REITs, and structured notes. Integras Partners charges portfolio management fees based on a percentage of assets under management, with a minimum annual fee of $5,000. The firm acts as a fiduciary, providing investment discretion and adhering to a Code of Ethics. Clients' accounts are reviewed regularly, and the firm does not vote proxies related to client securities. Integras Partners does not have any disciplinary events to report and does not vote on client securities proxies. The firm does not determine class action lawsuit eligibility for clients.