A complete list of active advisors currently associated with Integrity Investing
Warmer can help you find a great advisor at Integrity Investing or one who fits your needs even better.
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.
To learn more about the advisors currently working at Integrity Investing, 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.
Name |
Location |
Years of experience |
|---|---|---|
Happy Valley, OR
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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