Integrity Investment Advisors, LLC
Integrity Investment Advisors, LLC is an SEC-registered investment advisory firm based in Fort Collins, Colorado. The firm was founded in 2011 and primarily serves individuals, including both high net worth individuals and other individuals, as well as a small number of corporate clients. Integrity Investment Advisors, LLC is a boutique advisory firm with 3 employees, of which the majority are investment professionals.
Investment Strategy
Integrity Investment Advisors, LLC provides personalized investment advice and portfolio management services, focusing on tailored financial planning for individuals and high net worth individuals. The firm’s investment philosophy prioritizes alignment with clients’ long-term financial objectives, risk tolerance, and life stages. They offer discretionary and non-discretionary portfolio management, utilizing diversified strategies across asset classes and investment vehicles to meet clients’ goals.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.35% | $38.2M | 61,472 | $562.74 | $620.90 | +$4.1M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 5.39% | $7.0M | 98,361 | $66.75 | $71.26 | +$1.0M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.21% | $6.8M | 119,155 | $57.14 | $56.85 | -$36.1K |
A AVUS | AMERICAN CENTY ETF TR | 4.75% | $6.2M | 61,264 | $92.38 | $100.82 | +$474.5K |
D DFCF | DIMENSIONAL ETF TRUST | 4.71% | $6.1M | 145,022 | $42.07 | $42.26 | +$183.5K |