Dimensional Fund Advisors: www.DFAUS.comDimensional Fund Advisors (DFA) has been a leader in developing asset class based portfolios for institutional investors since 1981, and independent investment advisors. Dimensional utilizes an academic approach to portfolio management and incorporates the latest innovations from the principles of modern finance. It has as board members notable academic leaders such as: Eugene Fama, Kenneth French, Roger Ibbotson, Robert Merton, and Myron Scholes. DFA only allows professional credentialed advisors who believe in long term investing to utilize its mutual funds; thus, the funds are not available to the general public who predominantly believe in stock picking or market timing. The relationship Integra Wealth has with Dimensional is based on the desire to provide the best service for our clients, at the lowest cost, with the least amount of tax consequence. There is no compensatory arrangement between Integra Wealth and DFA.
TD Ameritrade: www.tdameritrade.comAs an independent investment advisory firm, Integra Wealth has chosen to partner with the custodian, TD Ameritrade. TD Ameritrade custodies assets for our clients - allowing us to maintain independence from any broker-dealer relationship. The relationship Integra Wealth has with TD Ameritrade is based on the desire to provide the best service with state of the art technology for our clients and their commitment to lead the industry in financial regulatory reform so that investors can differentiate between broker-dealers and registered investment advisors. There is no compensatory arrangement between Integra Wealth and TD Ameritrade.
Integra Wealth871 McCallie Ave.Chattanooga, TN 37403Tel: (423) 664-0344Fax: (423) 752-2356
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