- Why Us
- Our Services
- Contact Us
- Client Portal
Above: Matt Ahrens, CIMA®, Chief Investment Officer discusses our approach to our clients' portfolios.
We're all emotional when it comes to our money. At Integrity Advisory, we have an investment process that utilizes the strength of our investment partners, and our own expertise. We build portfolios designed to meet your primary objective: retire on your terms.
We work to understand your complete financial picture. We identify your goals and create a custom portfolio, or match you with a strategic asset allocation portfolio with opportunistic rebalancing. Evaluating your financial needs is an ongoing process and means more than just checking your portfolio performance each year.
An Investment Process Based on Science, and Tailored For You
Our investments are an eclectic mix of income, growth, and value orientation for an overall positive total return. Some of the tools we use to implement our philosophy are stocks, bonds, mutual funds (open-end, institutional and closed-end) exchanged traded funds (ETF’s), preferred stocks and individual bonds. For those that qualify, we offer a wide array of private investments that can further improve your results. All of these investments are run through a proprietary screening process and are monitored throughout the year.
What is Your Risk Number?
Find Out in 5 Minutes
Capture your risk tolerance, and see if your portfolio fits you.
In 2016, Vanguard did a study to identify the value of a relationship with a financial advisor. Their results were stunning.
Behavioral coaching added 1.5% of additional performance, and creating a withdrawal strategy for retirement income added up to 1.1% of additional performance.
Professional money management was much less important, and added between 0 and 0.35% in annual additional performance.