Fintegrity

Overview

Fintegrity is an independent registered investment adviser serving individual and family clients with discretionary portfolio management and financial planning. The firm emphasizes equity exposure: its reported assets are concentrated in exchange-traded equities and related strategies, and it lists a preference for equities in managed accounts. Fintegrity operates as a capital allocator and offers selection of other advisers, which indicates it can outsource or sub-advise portions of client portfolios when specialized management is needed. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The adviser does not flag itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices