Investegrity

Investegrity provides discretionary asset and portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm also offers financial planning—covering wills and estate plans, taxes, qualified plans, insurance, retirement income, Social Security, and college planning—at no additional cost and generally requires $250,000 to open an account, though minimums may be lowered or waived.

The firm tailors investment strategies to documented client goals, time horizons, objectives, and risk tolerances and conducts quarterly reviews for rebalancing and tax‑loss harvesting. Investegrity manages client accounts on a discretionary basis and, when appropriate, hires or appoints sub‑advisors and independent advisors to implement models and execute trades while retaining authority to hire and terminate those managers.

Uncommonly for firms in its regulatory peer group, Investegrity highlights the selection and oversight of other advisers alongside direct portfolio management and a bundled financial planning offering. The firm discloses that a principal maintains a separate advisory role (about 25% of that person’s time), does not serve as a private‑fund adviser, and expects clients to vote their own proxies rather than voting on clients’ behalf.