Integrity Wealth Solutions deploys a disciplined approach to investment management.
The process starts with the discovery of client’s goals and emotional tolerance to investing, which will ultimately drive the asset allocation decision.We believe that the only rational approach to investing is a diversified portfolio, as no one can single-handedly time or predict the market. Integrity Wealth Solutions primarily utilizes index-based investments for efficiency and their low cost.
This strategy, combined with active rebalancing, tax efficient portfolio construction, and tax loss harvesting allows our clients to keep more of what they earn. More so, Integrity Wealth Solutions goes above and beyond traditional wealth management and financial planning. We are adept behavioral coaches, helping clients from making impulsive or rash decisions based on emotional swings predicated on the volatility of the market.
While Integrity Wealth Solutions accepts clients with investable assets under $500,000, ideally our tiered flat fee structure is most attractive to those with $500,000 or more.
Our Portfolio Management Services Include:
Customized portfolio asset allocation
Disciplined portfolio rebalancing
Determine risk preference
Active tax loss harvesting
Establish prudent investment policy
Ongoing performance monitoring
Start Planning Today!
“Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic.”
– Warren Buffett