• Integress Financial

    Integress Financial

    Integress Finan­cial is a boutique Investment Management and Wealth Counseling firm.

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  • JAMES R. PETERS, CFA, CFP

    JAMES R. PETERS, CFA, CFP

    CHIEF EXECUTIVE OFFICER & MANAGING PRINCIPAL

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Our Mis­sion

We strive to be world-class invest­ment man­agers and wealth coun­selors who deliver supe­rior risk-adjusted per­for­mance that…

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Invest­ment Philosophy

We believe mar­kets are not always effi­cient.  Our prin­ci­pals search the globe for invest­ment oppor­tu­ni­ties that fairly com­pen­sate our clients…

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Port­fo­lio Management

As an inde­pen­dent firm, our alle­giance is to our clients.  We are agnos­tic to invest­ment prod­ucts and vehi­cles. Integress uses a mix of prod­ucts to…

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