{"id":10305,"date":"2026-03-23T23:16:57","date_gmt":"2026-03-23T23:16:57","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=10305"},"modified":"2026-04-24T22:37:36","modified_gmt":"2026-04-24T22:37:36","slug":"dynamic-asset-allocation-composite-report","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=10305","title":{"rendered":"Dynamic Asset Allocation Composite Report"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10305\" class=\"elementor elementor-10305\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcc0d5b e-flex e-con-boxed e-con e-parent\" data-id=\"dcc0d5b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a2ebac5 elementor-widget elementor-widget-html\" data-id=\"a2ebac5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\nh1,h2,h3,h4{\n    font-family: Roboto, sans-serif !important;\n}\n  .fgips-wrap { font-family: 'Source Sans 3', 'Segoe UI', -apple-system, BlinkMacSystemFont, Roboto, sans-serif; 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}\n  .fgips-pos { color: #1B7A3D; font-weight: 600; }\n  .fgips-neg { color: #c0392b; font-weight: 600; }\n  .fgips-compliance { background: #fff; border: 1px solid #dee2e6; border-left: 4px solid #1B3A5C; border-radius: 0 8px 8px 0; padding: 24px; margin: 32px 0; }\n  .fgips-compliance h3 { font-family: 'Playfair Display', Georgia, serif; font-size: 1.1rem; color: #1B3A5C; margin: 0 0 12px 0; padding: 0; }\n  .fgips-compliance p { font-size: 18px; line-height: 1.65; color: #333; margin: 0 0 10px 0; }\n  .fgips-disclosures { background: #f5f7f9; border: 1px solid #dee2e6; border-radius: 8px; padding: 28px 24px; margin-top: 32px; }\n  .fgips-disclosures h2 { font-family: 'Playfair Display', Georgia, serif; font-size: 1.3rem; color: #1B3A5C; margin: 0 0 20px 0; padding: 0 0 10px 0; border-bottom: 2px solid #C49A3C; }\n  .fgips-disc-item { margin-bottom: 14px; font-size: 18px; line-height: 1.65; color: #333; padding-left: 28px; position: relative; }\n  .fgips-disc-item::before { content: ''; position: absolute; left: 8px; top: 8px; width: 6px; height: 6px; background: #C49A3C; border-radius: 50%; }\n  .fgips-trademark { text-align: center; padding: 24px 40px; font-size: 0.82rem; color: #6b7280; border-top: 1px solid #dee2e6; margin-top: 32px; }\n  @media (max-width: 768px) {\n    .fgips-hero { padding: 40px 0 30px; }\n    .fgips-hero h1 { font-size: 27px; }\n    .fgips-container { padding: 24px 20px; }\n    .fgips-section > h2{\n        font-size: 22px;\n    }\n    .fgips-text,\n    .fgips-compliance p,\n    .fgips-disc-item{\n        font-size: 15px;\n    }\n  }\n  @media (max-width: 544px) {\n    .fgips-container { padding: 20px 16px; }\n    .fgips-table thead th, .fgips-table tbody td { padding: 6px 8px; }\n  }\n<\/style>\n\n<div class=\"fgips-wrap\">\n\n  <div class=\"fgips-hero\">\n    <div class=\"fgips-hero-inner\">\n      <h1>Fintegrity's Investment Results<\/h1>\n      <div class=\"fgips-subtitle\">Fintegrity&reg; LLC &mdash; Composite Performance Reports<\/div>\n    <\/div>\n  <\/div>\n\n  <div class=\"fgips-container\">\n    <div class=\"fgips-section\">\n\n      <h2>Dynamic Asset Allocation Composite Report<\/h2>\n\n      <div class=\"fgips-download-wrap\">\n        <h3 class=\"fgips-section-title\">Download All Fintegrity's Investment Composites<\/h3>\n        <a href=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/03\/Fintegrity-Perf-Summary-1-3-5-SI-one-page.pdf\" class=\"fgips-download-btn\" target=\"_blank\" rel=\"noopener\">Download PDF<\/a>\n      <\/div>\n\n      <h3 class=\"fgips-section-title\">Composite Description<\/h3>\n      <p class=\"fgips-text\">\n        The Dynamic Composite includes all discretionary, fee-paying portfolios with tactical asset allocation\n        entirely at the manager&rsquo;s discretion, unconstrained by predetermined equity\/fixed-income targets. The\n        composite pursues absolute returns through opportunistic allocation across U.S.-based equities, fixed\n        income, and cash based on market conditions and valuation assessments. Asset allocation may range from\n        0% to 100% in any asset class at any time. Portfolios primarily invest in individual securities rather\n        than pooled investment vehicles. The strategy does not currently and has not used exchange-traded\n        derivatives (e.g., index options or futures), leverage or short positions.\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Composite Creation Date:<\/span> May 1, 2020\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Material Risks:<\/span> This composite carries significant active management\n        risk, with performance highly dependent on the manager&rsquo;s tactical allocation decisions. Asset allocation\n        can shift dramatically based on market assessment, resulting in materially different risk profiles over\n        time. When heavily allocated to equities, the portfolio faces full market risk and volatility. Concentrated\n        positions in individual stocks increase security-specific risk. Tactical timing decisions may prove\n        incorrect, resulting in missed opportunities or losses. The unconstrained nature creates unpredictable\n        volatility that may not align with investor expectations formed during different allocation regimes.\n        Suitable only for investors comfortable with manager discretion and high risk.\n      <\/p>\n\n      <h3 class=\"fgips-section-title\">Benchmark Description<\/h3>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Benchmark:<\/span> No benchmark is presented for the Dynamic Composite.\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Rationale:<\/span> The Dynamic Composite is not measured against a benchmark\n        because no broad, investable index accurately reflects its unconstrained and tactical asset allocation\n        mandate. The composite&rsquo;s allocation can range from 0% to 100% in equities, fixed income, or cash at\n        any time based on manager discretion. Any static benchmark would misrepresent the strategy&rsquo;s\n        opportunistic and flexible nature. Performance should be evaluated based on absolute return objectives\n        and risk-adjusted metrics rather than relative benchmark comparison.\n      <\/p>\n\n      <h3 class=\"fgips-section-title\">Performance Results<\/h3>\n\n      <div class=\"fgips-table-wrap\">\n        <table class=\"fgips-table\">\n          <caption>Dynamic Composite Annual Performance (Inception: May 1, 2020)<\/caption>\n          <thead>\n            <tr>\n              <th>Year<\/th>\n              <th>Gross Return<\/th>\n              <th>Net Return<\/th>\n              <th>Benchmark<\/th>\n              <th>3Yr SD<\/th>\n              <th>Bench 3Yr SD<\/th>\n              <th>Portfolios at Year End<\/th>\n              <th>Dispersion<\/th>\n              <th>Composite Assets<\/th>\n              <th>Firm Assets<\/th>\n            <\/tr>\n          <\/thead>\n          <tbody>\n            <tr>\n              <td>2025<\/td>\n              <td class=\"fgips-pos\">30.0%<\/td>\n              <td class=\"fgips-pos\">28.6%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>11.7%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$1,230,174<\/td>\n              <td>$65,282,980<\/td>\n            <\/tr>\n            <tr>\n              <td>2024<\/td>\n              <td class=\"fgips-pos\">20.4%<\/td>\n              <td class=\"fgips-pos\">19.1%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>15.4%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$956,528<\/td>\n              <td>$50,933,776<\/td>\n            <\/tr>\n            <tr>\n              <td>2023<\/td>\n              <td class=\"fgips-pos\">19.5%<\/td>\n              <td class=\"fgips-pos\">18.2%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>15.5%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$802,849<\/td>\n              <td>$42,939,622<\/td>\n            <\/tr>\n            <tr>\n              <td>2022<\/td>\n              <td class=\"fgips-neg\">&minus;5.6%<\/td>\n              <td class=\"fgips-neg\">&minus;6.7%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$584,446<\/td>\n              <td>$32,128,070<\/td>\n            <\/tr>\n            <tr>\n              <td>2021<\/td>\n              <td class=\"fgips-pos\">16.6%<\/td>\n              <td class=\"fgips-pos\">15.5%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$626,658<\/td>\n              <td>$25,074,037<\/td>\n            <\/tr>\n            <tr>\n              <td>2020 (partial)<\/td>\n              <td class=\"fgips-pos\">21.2%<\/td>\n              <td class=\"fgips-pos\">20.7%<\/td>\n              <td>N\/A<\/td>\n              <td>N\/A<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$280,622<\/td>\n              <td>$12,624,118<\/td>\n            <\/tr>\n          <\/tbody>\n        <\/table>\n      <\/div>\n\n      <div class=\"fgips-compliance\">\n        <h3>Compliance Statement<\/h3>\n        <p>\n          Fintegrity&reg; LLC claims compliance with the Global Investment Performance Standards (GIPS&reg;) and has\n          prepared and presented this report in compliance with the GIPS standards. Fintegrity LLC has been\n          independently verified for the periods January 22, 2019 through December 31, 2025. The verification report\n          is available upon request.\n        <\/p>\n        <p>\n          A firm that claims compliance with the GIPS standards must establish policies and procedures for\n          complying with all the applicable requirements of the GIPS standards. Verification provides assurance on\n          whether the firm&rsquo;s policies and procedures related to composite and pooled fund maintenance, as well as\n          the calculation, presentation, and distribution of performance, have been designed in compliance with the\n          GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance\n          on the accuracy of any specific performance report.\n        <\/p>\n      <\/div>\n\n      <div class=\"fgips-disclosures\">\n        <h2>Additional Disclosures<\/h2>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Policies and Procedures:<\/span> Policies for valuing investments, calculating\n          performance, and preparing GIPS reports are available upon request.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Trademark Notice:<\/span> GIPS&reg; is a registered trademark of CFA Institute.\n          CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of\n          the content contained herein.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Fee Schedule:<\/span> Advisory fees are 1% annually on the first $1 million,\n          0.75% on the next $4 million, 0.5% on the next $5 million, and 0.25% on amounts over $10 million, paid\n          quarterly in arrears. Actual investment management fees are used in calculating net-of-fees returns.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Internal Dispersion:<\/span> Internal dispersion is calculated as the\n          asset-weighted standard deviation of annual gross returns for all portfolios included in the composite for\n          the entire year. Internal dispersion is not presented (N\/A) when there are five or fewer portfolios in the\n          composite for the full year.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Risk Measures:<\/span> The three-year annualized standard deviation measures\n          the volatility of the composite&rsquo;s gross-of-fees returns over the preceding 36-month period. The\n          three-year annualized standard deviation is not presented for periods when 36 monthly returns are not\n          available. Benchmark standard deviation is not applicable for this composite as no benchmark is presented.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Firm Definition:<\/span> Fintegrity LLC is defined as a New Jersey-domiciled\n          registered investment adviser managing fee-paying investment advisory portfolios that are all discretionary,\n          except for one non-discretionary 401(k). The Firm managed approximately $65.3 million in assets across 24\n          client mandates as of December 31, 2025. Fintegrity is an independent firm that is not affiliated with any\n          parent organization. More information is available at\n          <a href=\"https:\/\/adviserinfo.sec.gov\/firm\/brochure\/292421\" target=\"_blank\" rel=\"noopener\"\n             style=\"color:#1B3A5C;text-decoration:underline;\">adviserinfo.sec.gov<\/a>.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">List of Composites:<\/span> A complete list and description of all firm composites\n          is available upon request.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Currency:<\/span> Performance is reported in U.S. dollars.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Valuation:<\/span> Valuations are based on daily market prices from the primary\n          custodian, Interactive Brokers.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Calculation Methodology:<\/span> Returns are calculated using a time-weighted\n          rate of return methodology. Composite returns are asset-weighted using beginning-of-period values.\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n\n  <div class=\"fgips-trademark\">\n    GIPS&reg; is a registered trademark of the CFA Institute.\n  <\/div>\n\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Fintegrity&#8217;s Investment Results Fintegrity&reg; LLC &mdash; Composite Performance Reports Dynamic Asset Allocation Composite Report Download All Fintegrity&#8217;s Investment Composites Download [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-10305","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dynamic Portfolio Investment Results | Fintegrity<\/title>\n<meta name=\"description\" content=\"28.61% net return in 2025. 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Fintegrity's flexible strategy adapts allocation based on market conditions \u2014 with no constraints. See the full results.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fintegrity.com\/?page_id=10305","og_locale":"en_US","og_type":"article","og_title":"Dynamic Portfolio Investment Results | Fintegrity","og_description":"28.61% net return in 2025. Fintegrity's flexible strategy adapts allocation based on market conditions \u2014 with no constraints. 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