Integrity Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Advisors LLC provides discretionary portfolio management and holistic financial planning to individuals, high‑net‑worth individuals, and corporations. The firm manages client portfolios predominantly in equities and ETFs and documents client objectives and risk tolerances in an Investment Policy Statement for each account.
The adviser combines fundamental analysis with modern portfolio theory and emphasizes investments in the healthcare sector, including biotechnology and pharmaceuticals; it may use a range of ETFs (including inverse products) and generally seeks discretionary authority to implement strategies. Financial planning is delivered through a cloud‑based platform that integrates cash‑flow mapping, retirement projections, tax‑efficient planning, and scenario analysis.
Noteworthy aspects disclosed in the brochure include the firm’s acceptance of performance‑based fees for qualified clients and the principal’s outside businesses, which include a subscription investment research service and a software development company—relationships the firm discloses as potential conflicts. The brochure also discloses a 2015 regulatory proceeding involving the firm’s principal that was resolved, and the firm describes policies intended to address conflicts from managing both performance‑fee and non‑performance‑fee accounts.
Client services
Expertise
Occupation focus
Fee options
0.35% annually
10% of capital appreciation (performance fee) in addition to 0.35% annual AUM fee
Main office
100 Summit Drive
Burlington MA 01803
Advisors at this office
1
Most active in
Arizona · California · Florida · Massachusetts · Texas
Also doing business as
Integrity Advisors LLC · Vasuda Capital Management · Vasuda Capital Management, LLC
Disclosures
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They facilitate real estate transactions and may earn commissions.
Forms ADV
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