Integritas Semper, LLC

Overview

Integritas Semper, LLC is a small, fee-based advisory firm that focuses on portfolio management for individual clients and small businesses. The firm charges a percentage of assets under management and operates with a discretionary mandate for the assets it manages, suggesting primary responsibility for day-to-day investment decisions on client portfolios. Integritas Semper is not positioned as an ESG-focused or multi-state adviser; its activity profile points to a conservative, liquidity-focused posture given the asset makeup. Although the firm lists access to alternative strategies, its current asset picture shows an emphasis on cash and cash equivalents. That mix indicates the firm prioritizes capital preservation and short-term liquidity for its client base, while retaining the ability to allocate selectively into longer-duration or less liquid investments when appropriate. Advisory services appear tailored to individuals, families and small-business owners who need direct portfolio management rather than institutional or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices