ALIGNMENT OF GOALS
At Integrity Capital, you get competent advice from someone who has aligned their goals tightly with yours. We believe this is the greatest hurdle to overcome in selecting an advisor and building trust over a long term relationship. Our Fair and Open Billing solution provides 100% clarity in fees and eliminates conflicts of interest.

We believe it is important to be on an independent brokerage platform that does not have any self-branded investments, stock research, or investment banking services. This allows us to provide objective advice in selecting investments, managers and products.

Modern Portfolio Theory forms the basis of our investment process, but we see that as almost the price of admission in today’s advisory climate. Core strengths of ours include gauging a client’s risk tolerance, proposing an efficient asset allocation and selecting appropriate investments. However, that is not what differentiates us.

FIDUCIARY RESPONSIBILITY*
What truly differentiates us is that we have a duty to act in the best interest of our clients at all times. This is starkly different than a relationship with a traditional brokerage firm where they are simply required to sell a solution that is ‘suitable’ at the time of the sale. This standard does not require them to sell the ‘optimal’ solution or a solution from outside their own firm. Nor does it require them to monitor the investment and recommend a change it if it becomes inappropriate in the future. This responsibility we bear leads us to our simple firm motto “Do all the right things for all the right reasons always with Integrity.”

TAX EFFICIENCY
It’s not just what you earn, it’s what you keep. Integrity Capital uses tax appropriate investments and takes advantage of any opportunities to save clients money at tax time. We can arrange complicated gifting and hedging strategies or use simple strategies such as municipal bonds and tax-loss harvesting.

Finally, we offer simplicity and clarity. Our clients receive at-a-glance portfolio returns and investment status. All fees are outlined and we make an annual re-commitment to our clients to continue to serve them in an open and honest manner.