Investment Committee

The Investment Committee at Financial Integrators (Integrators) constructs every portfolio used by Victory Creek. Their Trading Team does all the trading for our investment accounts.

Once Tim determines the client's risk tolerance, he selects the proper investment portfolio. The Integrators Trading Team trades the investment account to that portfolio model. Any portfolio re-balancing is also done by the Integrators Team.

Here's the Investment Committee's approach to Investment Management.

As each individual is unique, so is our approach to money management. Our investment committee is comprised of professionals carrying the Chartered Financial Analyst (CFA)) designation, the highest distinction in the investment management profession.

>  Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you.

>  We work with you to identify your short- and long-term objectives, determine your optimal risk tolerance, and design a strategy that aligns with your time-line.

>  We analyze your existing investments, then make recommendations based on your specific financial circumstances.

>  We educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.