Who We Are
We are an independent investment advisory practice with more than 30 years of experience in the financial 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 have a net worth of $1 million or more and we serve a varied group that includes business leaders, retirees, executives and high net worth investors.*CFA stands for Chartered Financial Analyst