Downey, CA Office

Integrity Investment Portfolios primarily serves individual clients, their family and friends, including related trusts and retirement accounts, and provides ongoing portfolio management focused on public equities and related securities. The brochure states the firm’s services include investment strategy, asset selection, portfolio diversification, and risk mitigation, and it does not offer financial planning or wrap fee programs.

The firm describes a diversified analytic approach — charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory — and typically pursues long‑term trading strategies while outlining the attendant market and security‑specific risks. Accounts are managed on a non‑discretionary basis with quarterly reviews conducted jointly with clients, and clients may impose investment restrictions that could affect service delivery.

IIP is newly formed and reports no assets under management while operating with three advisers, and its principal is also registered as a broker‑dealer representative and may receive commissions in that capacity, a potential conflict the brochure discloses and says is monitored. The firm does not rely on third‑party investment managers, intends to recommend Axos Clearing as custodian, does not permit directed brokerage, and deducts advisory fees directly under documented safeguards, which together shape an operational profile that differs from many peers.