We built the Integra solution to address the growing need of investment advisers to provide tax efficient alternative investment solutions to their clients.

​

Integra provides access to a broad menu of alternative funds for inclusion in a tax-advantaged structure.   

​

By using Integra, advisors can build fully customized absolute return portfolios for their clients, wrapping them in a low-cost variable annuity vehicle enabling deferral of current tax on income and capital gains within investment portfolios.  

​

Access to Integra is available exclusively to intermediaries (wealth advisors, oursourced CIO's, and placement agents).   To request access to Integra, please email us.

​

End investors who are interested in learning more should contact us directly.

​

​

* Investors and their advisors should consult with tax attorneys regarding eligibility.

​