Above: Matt Ahrens, CIMA®, Chief Investment Officer highlights the value of our recent partnership with both Blackrock and 55ip.
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.
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.