Fintegrity Website Disclosures
General disclosures
Fintegrity LLC (“Fintegrity,” “we,” “our,” or “us”) is a registered investment adviser located in Tenafly, New Jersey. Registration as an investment adviser does not imply any level of skill or training. Additional information about Fintegrity, including services, fees, and disciplinary history, if any, is available in our current Form ADV Part 2A, which is available upon request and through the SEC’s Investment Adviser Public Disclosure website.
Nothing on this website should be construed as personalized investment, tax, legal, or accounting advice, a recommendation to buy or sell any security, or an offer to provide advisory services in any jurisdiction where Fintegrity is not properly registered or exempt from registration. Any engagement with Fintegrity for advisory services is subject to a written investment advisory agreement.
General investment risks
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will achieve its objectives or avoid losses. Different investment types and strategies involve different degrees of risk, and there can be no assurance that any specific investment, asset allocation, or portfolio construction approach will be profitable or suitable for any particular investor.
Asset allocation, diversification, and rebalancing do not ensure a profit and do not protect against loss in declining markets. Investment results may vary materially over different time periods and among clients due to differences in investment objectives, restrictions, cash flows, timing of contributions and withdrawals, tax considerations, legacy holdings, and market conditions.
Performance information
Any performance information presented on this website is provided for informational purposes only and should be read together with the applicable composite report and these disclosures. Performance results shown for composites are not the performance of any specific client account and are not a guarantee of future performance. Individual client results will vary, sometimes materially, from composite results.
Unless otherwise stated, performance is calculated using time-weighted rates of return, with composite returns asset-weighted using beginning-of-period values. Net-of-fees returns reflect the deduction of actual investment management fees, and benchmark returns reflect the weighted total returns of the applicable benchmark components, including reinvested income, net of each ETF’s internal expense ratio and before advisory fees. Performance is reported in U.S. dollars.
GIPS disclosures
Fintegrity® LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented its composite reports in compliance with the GIPS standards. Fintegrity LLC has been independently verified for the period January 22, 2019 through December 31, 2025. The verification report is available upon request.
A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, and the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance regarding the accuracy of any specific composite report.
Policies for valuing investments, calculating performance, and preparing GIPS reports are available upon request. A complete list and description of firm composites is available upon request.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
SEC marketing rule disclosures
This website may contain advertisements under Rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Any performance, testimonial, endorsement, rating, or other promotional content should be read in that context and not as a guarantee of future experience or investment success.
Any references to awards, recognitions, rankings, or ratings should not be construed as a guarantee that a client or prospective client will experience a certain level of results or service. Unless specifically stated otherwise on the relevant page, no ranking or rating should be interpreted as representative of all client experiences.
Testimonials, endorsements, and reviews
This website may reference client testimonials, reviews, or endorsements, including third-party review platforms such as Google. Such statements may not be representative of the experience of all clients and are not a guarantee of future performance or success.
Unless expressly stated otherwise adjacent to the testimonial or endorsement, the person providing the statement is a current client of Fintegrity LLC, was not compensated for providing the statement. Fintegrity is not aware of any material conflicts of interest arising from its relationship with the client.