Integrity Dynamic Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,999,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$799,800
About
Integrity Dynamic Investments offers discretionary asset management and ongoing portfolio supervision for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities using separately custodied accounts. The firm reports roughly $4.0 million in assets under management across a very small number of client accounts and charges percentage‑of‑AUM advisory fees for its Integrity Dynamic Matrix program.
Portfolios are managed under a rules‑based, dynamic asset allocation approach that emphasizes supply‑and‑demand and relative‑strength analysis across broad global asset classes, with allocations that can range from 0%–100% in any class. The strategy combines fundamental, technical (including charting), relative strength and quantitative analysis and integrates third‑party research and tools, while allowing clients to impose reasonable investment restrictions; accounts are not managed for tax efficiency.
What is atypical for firms in this peer group is the reliance on Dorsey Wright research and the DALI relative‑strength framework, a documented daily review process that checks multi‑indicator market signals and model alerts, and a very concentrated client roster managed on a discretionary basis. The firm requires discretionary trading authorization and custodian fee deduction, does not vote client proxies, and provides quarterly communications and periodic performance/position reporting.
Client services
Fee options
$0 - $99,999: 1.50% $100,000 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Greater than $10,000,000+: Negotiable
Fee-only: Annual asset-based fees as per tiers; no commissions received.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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