Lockport Union-Sun & Journal — Integris Financial Group may be a new name, but the people are not.
John W. Shepard and Sean P. Hayden announced they have formed Integris Financial Group, located at 5860 Snyder Drive in the Medical Campus in the Town of Lockport.
Shepard was previously located at 131 East Ave. for 20 years and has been a financial adviser for over 30 years. He has a lot of experience and knowledge of the financial markets in both the U.S. and overseas. An established, trusted and knowledgeable adviser in the area, Shepard has conducted a radio call-in show on WLVL for 20 years, where he has become the “Investment Voice of Niagara” by discussing investments and investing on Friday mornings.
Hayden has been a financial adviser for over four years, previously with Edward Jones, and has established a large client base around Western New York. Hayden was born and raised in Lockport, graduating from Lockport schools. After graduating from SUNY Geneseo with a degree in business administration and economics, Hayden began his career in the financial industry. As a partner of Integris, Hayden has developed expertise in managing portfolios for clients with objectives of growth and income.
“It has been my desire to go independent for a few years now. I began to recognize that there is a need for an experienced, knowledgeable, dedicated and professionally diversified group of financial people within one organization that can provide the total investment needs of individuals, families and businesses in the area,” Shepard said. “This encompasses retirement planning, estate planning, investment programs and portfolio management which also include the assets of corporations and nonprofit organizations.”
In today’s interest rate environment, organizations - nonprofits especially - are finding it difficult to generate enough income to offset expenses. Integris will develop an income program to help offset some of those expenses with cash flow that can help meet current needs and supplement other sources.
Together, Shepard and Hayden said they will work to build on these needs.
“I would also be interested in speaking with any insurance, tax or other investment professional that would be interested in becoming part of such a group,” Shepard said.
Those who visit the office will be greeted by Sueanne McCann and Linda Amyotte, the administrative assistants. The new office is spacious, comfortable and handicap accessible.
Integris will take the time to analyze portfolios for people that have been put into a group of investments and possibly just forgotten about.
The markets have changed and investors need to change with them. Shepard and Hayden specialize in active portfolio management. In the last four years, markets have seen a large amount of volatility that has a tendency to alter values in passive investments if no adjustments are done. Sector allocation, asset class and portfolio weighting are all important features and considerations.
Integris Financial Group invites everyone to stop by and say hello. Shepard or Hayden can be reached at 438-0988 and the group has a website at www.integrisfinancialgroup.com.
Integris Financial Group is an independent firm with securities offered through Saperston Asset Management, Inc., registered broker-dealer, an affililate of Saperston Asset Manangement Inc., member FINRA, SIPC and MSRB. All cash and securities are held by First Clearing Corp., a wholly owned subsidiary of Wells Fargo & Co., a member of the New York Stock Exchange.