A complete list of active advisors currently associated with Integrity Capital Management

Warmer can help you find a great advisor at Integrity Capital Management or one who fits your needs even better.

Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, written financial planning, and retirement-plan consulting. The firm offers both asset-based advisory services for managed portfolios and separate consulting or project-based planning engagements. ICM follows a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs and applying a documented due-diligence process that evaluates investment vehicles against multiple criteria. Portfolios are reviewed quarterly and monitored weekly for rebalancing, with specific allocation-drift thresholds guiding adjustments; cash is treated as an explicit asset class within portfolio design. Compared with many peers, the firm manages accounts on an individual basis rather than aggregating brokerage orders and generally does not vote client proxies, practices it discloses as part of its client relationship model. The small, long-established team maintains a formal code of ethics and several professional designations, discloses receipt of custodial services from a preferred custodian, and reports an ownership arrangement in the entity that holds its office space for transparency.

To learn more about the advisors currently working at Integrity Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.