Integrity Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Investing provides discretionary portfolio management primarily to individual clients through two distinct advisory programs and requires a minimum account to participate. The firm charges asset-based fees and does not participate in wrap fee programs.
The firm’s investment approach is ETF-focused and driven by an in-house system that combines technical analysis and mathematical signals to time entries and exits; when out of positions it may move assets to short-duration Treasury-bill ETFs. A second, Accelerated program applies the same signal set to leveraged ETFs, exposing clients to greater volatility and the additional risks associated with leveraged products and model-driven trading.
Noteworthy for a firm of its size, Integrity Investing is not a solo practitioner and maintains up to two employees, while the principal also has outside business activities including a personal trading company and work with a charting-platform provider; these relationships and permitted employee personal trading are overseen under the firm’s Code of Ethics. The brochure also discloses a business-continuity measure that may result in closing positions and moving client assets to cash or money-market funds if the principal is unable to manage accounts, a practice that can have practical and tax implications for clients.
Client services
Expertise
Demographic focus
Fee options
$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $9,999,999: 1.00% $10,000,000+: 0.75%
Account minimum: $5,000
Main office
9750 SE Wyndham Way
Happy Valley OR 97086
Advisors at this office
1
Most active in
Oregon
Also doing business as
Integrity Investing · Integrity Investing LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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