About Us
Founded by Jeffrey Barnett, a seasoned investment leader with decades of institutional experience including oversight of a $40 billion portfolio at TIAA, Fintegrity brings institutional rigor to clients throughout the US who are investing $2 million to $25 million. We specialize in disciplined, behavioral‑finance‑driven investment management, complemented by financial planning when needed. Serving a select group of families nationwide, we integrate legacy holdings, manage risk with care, and deliver clarity, confidence, and lasting growth.
Background
Fiduciary & Fee-Only Advisor:
Serving families locally across the New York City metropolitan area—including Bergen County, NJ, Westchester County, NY, and Fairfield County, CT—and remotely throughout the United States. Secure Custody: Client assets are securely held with Interactive Brokers. Experience: Decades of leadership at prominent financial institutions such as TIAA, JPMorgan, and M&T Bank. Education: Earned an MBA from Harvard University.
Secure Custody:
Client assets are securely held with Interactive Brokers.
Experience:
Decades of leadership at prominent financial institutions such as TIAA, JPMorgan, and M&T Bank.
Education:
Earned an MBA from Harvard University.
Founders Story
After an accomplished career at renowned financial institutions including TIAA and JPMorgan, Jeffrey Barnett established Fintegrity in 2017, based in Tenafly, NJ. His vision was to create a firm dedicated to offering families independent investment management and financial planning with a focus on transparency, fiduciary responsibility, and personalized solutions. Fintegrity was founded to overcome the limitations of traditional firms, addressing common issues like product-driven conflicts of interest, frequent staff turnover, and the practice of delegating clients to junior staff. Tailored for families with $2–$25 million in assets, the firm delivers disciplined, consistent, and transparent wealth management designed to meet each family’s unique goals and needs.
Credentials
Expertise: Over 30 years of financial leadership, including oversight of a $40 billion portfolio at TIAA; Harvard MBA.
Authority: Founded and manages Fintegrity, a registered investment adviser serving 24 high-net-worth families throughout the US.
Perspective Proven ability to translate complex markets into clear, actionable strategies that preserve wealth, manage risk, and build lasting legacies.
Experience: Leadership roles at Fintegrity, TIAA, JPMorgan, and M&T Bank.
Trust: Fiduciary, fee-only compensation, highly favorable client reviews.
Credentials
Expertise:
Over 30 years of financial leadership, including oversight of a $40 billion portfolio at TIAA; Harvard MBA.
Authority:
Founded and manages Fintegrity®, a registered investment adviser serving 19 high-net-worth families throughout the US.
Perspective
Proven ability to translate complex markets into clear, actionable strategies that preserve wealth, manage risk, and build lasting legacies.
Experience
Leadership roles at Fintegrity®, TIAA, JPMorgan, and M&T Bank.
Trustworthiness
Fiduciary, fee-only compensation, highly favorable client reviews.
Aspect |
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Most RIAs |
|---|---|---|
| Investment Philosophy | Grounded in behavioral finance, recognizing investor psychology and exploiting persistent market inefficiencies to enhance long‑term outcomes. | Primarily grounded in Modern Portfolio Theory, it assumes fully efficient markets and focuses on minimizing deviations from broad market benchmarks. |
| Experience | Led by a founder with 30+ years of institutional leadership, including oversight of a $40B portfolio at TIAA. | Team‑based structures can lead to communication gaps, frequent handoffs to junior staff, and higher advisor turnover. |
| Client Focus | As a boutique advisory firm, we serve a select group of high-net-worth families across the nation. This focus allows us to provide direct access to our founding advisor and highly personalized attention. | Larger, volume‑driven practices often support many more households, resulting in less tailored service and limited access to senior professionals. |
| Portfolio Construction | Tailored investment policies and portfolio strategies designed to meet each client’s unique needs, combined with discretionary rebalancing, and thoughtful integration of legacy holdings for tax‑aware transitions. | Standardized model portfolios with limited flexibility, slower to adapt to client‑specific needs and complex existing positions. |
| Security Selection | Emphasis on individually researched stocks and bonds with strong cash flows, durable competitive positions, and shareholder‑aligned governance. | Heavy reliance on packaged products such as mutual funds and ETFs, which can add an extra layer of fees and dilute transparency. |
| Risk Management | We manage risk at the portfolio level by using strategic position sizing, ensuring diversification, and aligning with each client’s unique objectives, liquidity needs, and tax considerations. | Risk is primarily managed through extensive diversification across pooled investment vehicles, with limited customization to accommodate individual client needs. |
| Transparency & Fiduciary Duty | Fee‑only fiduciary commitment, with clear, jargon‑free communication so clients understand how portfolios are managed and how Fintegrity is compensated. | While all RIAs are held to a fiduciary standard, many operate as “hybrid” firms. In these organizations, one division acts as a fiduciary while another sells commission-based products under a lower suitability standard. This can create blurred incentives and lead to client confusion. |
Jean B
“Given our age we have had several financial advisors through the years and none have helped us as much as Jeff. His ability to carefully listen to our needs and quickly respond with appropriate concrete financial strategies is impressive. His clarity of thought and ability to verbalize his thinking in ways that make sense to us is unusual. His extraordinary patience, low key demeanor and confident interaction style all combine to make him a serious and trustworthy partner in the management of our investments and the health of our financial future.”