A complete list of active advisors currently associated with Integrity Dynamic Investments LLC
Warmer can help you find a great advisor at Integrity Dynamic Investments LLC or one who fits your needs even better.
Integrity Dynamic Investments provides continuous, discretionary portfolio management for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities through separately custodied accounts. The firm reports approximately $4.68 million in assets under management across four client accounts and focuses on ongoing active supervision of personalized investment portfolios. The firm implements the Integrity Dynamic Matrix strategy, a dynamic asset‑allocation program that concentrates assets in the strongest asset classes, sectors and securities based on supply‑and‑demand and relative‑strength analysis. Investment decisions combine fundamental, technical, relative‑strength and quantitative methods and incorporate third‑party research and tools from Dorsey Wright and Associates, with portfolios tailored to client risk profiles and allowing reasonable client‑imposed restrictions. Distinctive features include a very small, concentrated client base and a formal daily review process using multiple market indicators and Dorsey Wright’s D.A.L.I. tools, which is uncommon for a firm of modest AUM. The firm requires clients to use custodians it designates and does not accept proxy‑voting responsibilities, leaving proxy votes to clients.
To learn more about the advisors currently working at Integrity Dynamic Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Leesburg, GA
| 26
|
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