Integrity Investment Management

Integrity Investment Management is a state‑registered investment adviser that offers investment management, referrals to third‑party (outside) managers, and financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm’s initial filing reports no assets under management and it operates with a single registered advisor.

The firm develops individualized investment policies and asset‑allocation targets based on clients’ objectives, time horizons, risk tolerances and liquidity needs, and it uses a mix of fundamental, technical, cyclical and charting analysis. It implements both passive (index mutual funds and ETFs) and active strategies, managing some accounts on a discretionary basis and referring other accounts to outside managers whose holdings, strategies and business controls it reviews as part of ongoing monitoring.

Distinctive features relative to many peers include its small scale and state registration (no AUM reported), its disclosed fee‑sharing arrangement when placing clients with outside managers, and operational practices such as not accepting custody, not participating in wrap fee programs, generally not aggregating or block‑trading client orders, and leaving proxy voting to clients. The firm also states it has no account minimum and that written reports are provided on request, which may differ from larger institutional managers.