A complete list of active advisors currently associated with Probity Advisors, Inc.

Warmer can help you find a great advisor at Probity Advisors, Inc. or one who fits your needs even better.

Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation services, consulting, and retirement plan advisory to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages client accounts through several in‑house platforms and also offers standalone consulting and financial planning engagements. The firm’s investment approach combines active stock selection and fixed‑income management with ETF‑based tactical allocation and quantitative rebalancing, tailoring portfolios to clients’ stated objectives, tax considerations, time horizons, and risk tolerances. Probity uses a mix of fundamental, technical, quantitative and cyclical analysis, may employ options strategies for hedging or income, and conducts periodic account reviews with quarterly reporting and online performance access. Distinctive features disclosed in the brochure include a weekly client commentary and periodic white papers distributed to clients and other contacts, and the provision of participant education as part of its retirement plan services. Probity also owns a majority interest in an affiliated registered adviser (WSA Affiliates, LLC), discloses referral arrangements with that affiliate, and its principals have related business activities (including an insurance agency and a technology services company) that are disclosed and managed for potential conflicts.

To learn more about the advisors currently working at Probity Advisors, Inc., 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.

You can also browse Probity Advisors, Inc.'s office locations.