INTEGRITY FINANCIAL GROUP

Overview

Integrity Financial Group is a small, fee-based wealth adviser focused on portfolio management for individual and family clients and small businesses. The firm leans toward equity-centered portfolios, with an expressed preference for exchange-traded securities and active ESG integration across its strategies. Its business model charges a percentage of AUM and appears designed around discretionary portfolio management rather than institutional consulting or capital allocation. Investment activity centers on liquid public markets supplemented by targeted use of alternative exposures. Given the mix of ETFs, mutual funds and individual equities in its reported asset composition, the firm likely builds core-satellite portfolios that combine broad-market ETF sleeves and concentrated equity positions. ESG considerations are an explicit part of the investment process, so expect screening, ESG-themed ETFs, or thematic stock selection to be used where relevant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices