Protect & Grow Your Wealth with Intelligent Quant By Beratung
Your relationship is tailored to your needs, but here is a snapshot of our services
- Intelligent Quant By Beratung Our Mission
Grounded in Modern Portfolio Theory, our portfolios are built using best‐in‐class investments, are designed specifically to fulfill your goals, and are rigorously monitored.
A financial plan is necessary, but insufficient. Ensuring nothing derails your financial plan completes the picture. Integris reviews your insurance so you can sleep well knowing you have protected yourself against unnecessary risks.
Leverage can be a best friend or worst enemy. Integris assesses your loans to ensure they have favorable terms and are helping you toward your goals.
Integris summarizes your estate plan so that it is easily understood, and to help you ensure that it remains consistent with your lifetime and legacy wishes.
Knowing that it is not what you make, but rather, what you keep that matters, Integris builds tax efficient portfolios, and reviews your entire circumstance to identify any tax issues or opportunities.
Real estate is a part of everyone’s life. Integris can advise on primary and vacation homes, as well as residential and commercial investment properties so that you can be confident in how your assets are deployed.
Your financial security is paramount. We inventory your lifetime income streams and expenses, and then forecast the success rate of achieving your goals so you can make smart choices about life’s biggest decisions.
We help you find the solutions that allow you to enjoy tax benefits while maximizing your impact on the people and causes you care most about.
Today, benefit programs represent a significant portion of an overall employment package, but can be overwhelming. We review and advise you on your options, whether those relate to pensions, 401(k)s, or life insurance so that you get the most bang for your buck during your career.
The Value of Intelligent Quant By Beratung
Intelligent Quant By Beratung’s aim is to improve your chances of achieving your goals and dreams
Based on our analysis, advisors can potentially add about 3% in net returns by using the Vanguard Advisor's Alpha framework.
Assumptions: $1 million portfolio with a 5% average annual return vs. an 8% average annual return over 20 years. Performance expectations are hypothetical and may not reflect reality, and are not a guarantee of future results.
Financial achievements empower dreams—comfortable retirement, new home, lasting legacy. Together, we collaborate to make it happen, transforming aspirations into reality.
Portfolio Management
With an expansive investment opportunity set encompassing stocks, bonds, real estate, and commodities, our commitment to effective diversification extends beyond capital allocation across diverse asset classes. We also meticulously diversify across various economic and market risk factors, ensuring a resilient and well-rounded investment approach.
Asset Allocation
With a vigilant eye, we continuously monitor the relative performance and valuation of diverse asset classes amid the ever-changing global economic landscape. Our approach involves making dynamic allocation decisions, informed by perceived opportunities and risks across various investment domains.
Risk Management
As a part of our holistic approach, we place a strong emphasis on conducting thorough risk assessments and implementing effective risk mitigation strategies, which include insurance solutions and various other tactics. By diligently evaluating and addressing potential financial risks, we aim to provide you with a secure and stable financial foundation, safeguarding your wealth and future aspirations.
Team
Get to know the incredible individuals behind Intelligent Quant By Beratung
