Investment Management
Disciplined investing that gives you clarity, confidence, and the freedom to focus on what matters most. Meet one-on-one with a Fintegrity wealth advisor — free, no obligation.
Personalized Service
Fintegrity offers personalized investment management for families with $2–$25 million in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives.
Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian.
Fintegrity stands apart from most RIAs by combining institutional‑level expertise with boutique, client‑focused service—grounding its philosophy in behavioral finance rather than purely academic models.
Personalized Service
Fintegrity offers personalized investment management for families with $2–$25 million in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives.
Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian.
Fintegrity stands apart from most RIAs by combining institutional‑level expertise with boutique, client‑focused service—grounding its philosophy in behavioral finance rather than purely academic models.
Personalized Service
Fintegrity offers personalized investment management for families with $2–$25 million in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives.
Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian.
Fintegrity stands apart from most RIAs by combining institutional‑level expertise with boutique, client‑focused service—grounding its philosophy in behavioral finance rather than purely academic models.
Disciplined investing that gives you clarity, confidence, and the freedom to focus on what matters most.
Fintegrity® offers personalized investment management for families with $2–$25 million in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives. Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian. Fintegrity® stands apart from most RIAs by combining institutional‑level expertise with boutique, client‑focused service—grounding its philosophy in behavioral finance rather than purely academic models.
Disciplined investing that gives you clarity, confidence, and the freedom to focus on what matters most.
Fintegrity® offers personalized investment management for families with $2–$25 million in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives. Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian. Fintegrity® stands apart from most RIAs by combining institutional‑level expertise with boutique, client‑focused service—grounding its philosophy in behavioral finance rather than purely academic models.
Our Approach
Personalized Portfolios
We begin by understanding your goals and preferences, then craft investment strategies tailored specifically to you. Every portfolio is unique to each client.
Philosophy
Fintegrity builds disciplined, diversified portfolios grounded in behavioral finance—recognizing that investor psychology can create opportunities beyond fundamentals. We tailor strategies to each client’s goals, rebalance with discretion, and favor high‑quality businesses and investment‑grade bonds to preserve wealth, manage risk, and achieve lasting growth.
Disciplined Process
We focus on building patient, tax-efficient, and risk-aware portfolios. To achieve this, we emphasize individual securities from high-quality businesses with sustainable cash flows and practice prudent diversification. We primarily avoid packaged products, which allows us to be more selective in our holdings, better control taxable events, and eliminate extra costs.
Risk Management
We balance growth with stability by diversifying across stocks, bonds, and cash equivalents as needed. We further manage risk through our careful security selection process.
Transparency
Fees are clear, predictable, and based on assets under management.
What You Can Expect
We begin by understanding your goals and preferences, then craft investment strategies tailored specifically to you. Every portfolio is unique to each client.
Ongoing monitoring and rebalancing to keep portfolios aligned with your plan.
Integration of legacy holdings with attention to tax consequences.
Direct custody with Interactive Brokers, ensuring institutional-grade execution, reporting, and live access to your account.
Clear, informative, and responsive communication.
Schedule a 30-minute Investment Management consultation with Jeffrey Barnett.
FAQ
What does “fiduciary” mean in practice?
A fiduciary financial advisor is legally obligated to act solely in your best financial interests—the highest standard of care in our industry. Unlike commission-based brokers or salaried representatives whose incentives might include selling specific products, fiduciary advisors receive no compensation from product sales. At Fintegrity, we proudly adhere to this fiduciary standard, operating exclusively on a fee-only basis.
This commitment ensures our advice remains entirely objective, uninfluenced by commissions or hidden incentives. Since our compensation comes directly from our clients, not product providers, our focus is entirely on crafting strategies that align precisely with your family’s aspirations. This unwavering dedication to transparency cultivates clarity and builds trust.
How are fees structured?
Our investment management fees are calculated based on the daily value of your assets under management and are billed quarterly in arrears using a tiered fee structure:
1.00% annually on the first $1 million
0.75% annually on the next $4 million
0.50% annually on the next $5 million
0.25% annually on amounts over $10 million
For instance, a $12 million portfolio would have an effective annual fee of 0.58%.
Who holds my assets and how secure are they?
Client assets are held at Interactive Brokers, a premier custodian subject to regulatory oversight. Fintegrity does not take custody of client funds, meaning that your assets are always held in your name at Interactive Brokers and can only be disbursed back to you.
How does Fintegrity tailor portfolios for families with $2–$25 million?
Once we understand your needs and preferences, we will draft a set of written investment guidelines detailing how your portfolio will be managed. After we agree on this document, we will evaluate and modify your existing portfolio or build a new one accordingly.
How often will my portfolio be reviewed?
Fintegrity monitors portfolio holdings daily. Fintegrity will discuss your investment results with you upon request, when your needs change, and at least annually.
Disclosure
Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. Registration does not imply a certain level of skill or training.