Documents and Tools

+Description of each investment series

+Investment objective for each portfolio

+List of investment portfolios

+Who runs Integrated's investment platform

.Advisors use with their MOST tax sensitive clients

.Advisors use with their most tax INSENSITIVE clients

.BIG clients - at least 10 million dollars

.Best for bear markets or troubled times

.Best for capturing VALUE opportunity

.Can go 100 percent into cash and US Treasuries

.Largest ALLOWED commodity allocation

.Largest ALLOWED international allocation

.Largest U.S. allocation

.Lowest portfolio turnover

.Most actively or intensely managed

.Most diversified across organizations (and EXCLUDES Integrated)

.Most passive or index-like

.Most tax efficient

.Small account solution

.Use when scared about inflation