Integrity Asset Management, LLC

Overview

Integrity Asset Management, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm offers flexible billing — percentage of AUM, hourly, fixed-fee engagements and the ability to charge performance-based fees — and operates primarily as a discretionary manager while retaining some non-discretionary relationships. It does not position itself as a multi-state or pension consultant adviser and is not identified as an active ESG investor. On the business side, the firm has professional affiliations beyond investment advice: it lists activities as an accountant, a real estate broker and a sponsor of limited partnerships (excluding pooled investment vehicles). Those affiliations suggest the firm can source or structure private real estate opportunities and handle related tax or accounting coordination alongside portfolio management. Investment activity is centered on pooled public vehicles for core exposures while supplementing client portfolios with insurance products and private real estate interests.

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