Integrity Advisors LLC

The firm provides ongoing discretionary portfolio management and holistic financial planning to individuals, high‑net‑worth individuals, and corporations. As a single‑advisor independent registered investment adviser, it prepares an Investment Policy Statement for each client and generally charges asset‑based fees for portfolio management.

Investment decisions are guided by fundamental analysis and modern portfolio theory with a sector emphasis on healthcare and biotechnology, and portfolios are typically constructed using equities and ETFs (including tactical ETF exposures). The firm delivers client plans using a cloud‑based planning platform, issues monthly custodian reports, and for qualified clients also accepts performance‑based fee arrangements (a share of capital appreciation) alongside its asset‑based billing.

Distinctive features include the principal’s outside businesses: a paid subscription investment research service focused on biotech/pharma and a software development venture, both of which are disclosed as potential conflicts and receive material time commitments outside the advisory practice. The firm also discloses a prior administrative regulatory proceeding involving the principal’s professional license that was resolved; it does not participate in wrap programs, requires use of a specified custodian, and does not aggregate trades for multiple client accounts.