We are GIPS Compliant (Global Investment Performance Standards of the CFA Institute).
We are an independent, investment advisory practice founded in 2017 by Joe Modica, CFA, Managing Principal, along with Matthew Tarallo, Vice President & Financial Consultant. We manage fee-based discretionary, tailored portfolios with a client-centric approach. Call us for an appointment at 404-606-1688.
"Our doubts are traitors and make us lose the good we oft might win, by fearing to attempt."
-William Shakespeare
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April 2026
Who We Are
We are an independent investment advisory practice approaching four decades of experience in the financial services industry. We provide our clients with a deeper level of advisory insight with research, security analysis, and portfolio management based on modern portfolio theory.
At Integritas Investment Management, we seek to understand our clients’ goals and concerns through good stewardship and old fashion listening. We also strive to exceed expectations so our clients have a positive experience.
Who We Serve
Our clients vary from Business Executives to High Net Worth Investors and are located throughout the United States with a net worth of $1 million or more.*CFA stands for Chartered Financial Analyst
Contact Us
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.
Phone
Joe's Cell: (404) 606-1688
Matthew's Cell: (678) 600-4866