In 1995, Integris founder, Gifford Lehman, had been working as an institutional investment professional in New York since 1977. Giff and his wife Pam were going through their annual process of reviewing their finances, and consulting with their “team” of advisors – attorney, insurance agent, and tax accountant – to reconcile and integrate their financial life.
Giff found the process frustrating because his team was not really a team. Each advisor was an expert in his or her field, but no one was coordinating the process. Even for Giff, a seasoned investment professional, creating coherency from the input of all these individual experts was a struggle.
So, Giff and Pam sat down and outlined what they needed to give them confidence in their financial affairs. They needed: