Fintegra, a registered investment adviser (RIA) firm based in Minneapolis, Minnesota, has more than $140 million in assets under management, according to a press release. Fintegra custodies assets with Schwab Institutional.
The FundQuest platform offers a suite of investment products, and features eight different types of managed accounts, the release said. The product offering includes five different types of mutual fund managed accounts, including two different Russell offerings, a separately managed account (SMA), a unified managed account, and an adviser directed account consisting of mutual funds, SMAs, exchange-traded funds (ETFs), and individual stocks and bonds.
In February, Signature Resources Capital Management, a RIA with a staff of more than 80 financial advisers, was the first firm to launch on the Institutional Spectrum platform.