INTEGRAL CAPITAL MANAGEMENT

"KNOW WHERE YOU ARE HEADED"

We provide  our clients access to a range of investment solutions, including mutual funds, variable annuities, non-traded real estate investment trusts, alternative investments, fixed income solutions and more. 

The following brokerage services and account types are available through Infinex Investments, Inc.:


Stocks

  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • All Other Major Exchanges
  • Margin Accounts
  • Corporate Finance
  • 144 & Other Restricted Securities Sales
  • Employee Stock Option Plans

Bonds

  • Municipal
  • Corporate
  • Treasury
    Bills, Notes, Bonds, Strips
  • Mortgage Backed
    CMA, GMNA, FNMA
  • Government Agency
  • Certificate of Deposit Securities
  • Structured Note Securities
    Equity Linked Securities

Alternative Investments

  • REITs
  • Equity Linked Notes

Unit Investment Trusts

  • Equity Portfolios
  • Fixed Income Portfolios

Insurance

  • Variable Annuities
  • Variable Life

Mutual Funds

  • Open-End Funds
  • Closed-End Funds

Retirement Accounts

  • IRAs/SEPs
  • Defined Benefit
  • Defined Contribution
  • Money Purchase
  • Profit Sharing
  • 403(b)
  • 401(k)

Brokerage Accounts

  • Individual
  • Trust
  • Corporate
  • Tenants in Common
  • Joint Tenants with Rights of Survivorship

Cash Management

  • Daily Sweep Accounts
  • Money Markets
  • Check Writing
  • Debit Card
  • FDIC Insured CDs