Integrity Dynamic Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Dynamic Investments provides continuous, discretionary portfolio management for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities through separately custodied accounts. The firm reports approximately $4.68 million in assets under management across four client accounts and focuses on ongoing active supervision of personalized investment portfolios.
The firm implements the Integrity Dynamic Matrix strategy, a dynamic asset‑allocation program that concentrates assets in the strongest asset classes, sectors and securities based on supply‑and‑demand and relative‑strength analysis. Investment decisions combine fundamental, technical, relative‑strength and quantitative methods and incorporate third‑party research and tools from Dorsey Wright and Associates, with portfolios tailored to client risk profiles and allowing reasonable client‑imposed restrictions.
Distinctive features include a very small, concentrated client base and a formal daily review process using multiple market indicators and Dorsey Wright’s D.A.L.I. tools, which is uncommon for a firm of modest AUM. The firm requires clients to use custodians it designates and does not accept proxy‑voting responsibilities, leaving proxy votes to clients.
Client services
Expertise
Fee options
$0 - $99,999: 1.50% $100,000 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Greater than $10,000,000+: Negotiable
Fee-only: Annual asset-based fees as stated, no commissions or other fees charged by Integrity Dynamic Investments.
Main office
Leesburg GA
Advisors at this office
1
Most active in
Georgia
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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