Integrous

Integrous provides fee‑based investment advisory services, financial planning and pension consulting to individuals (including business owners and corporate executives), high‑net‑worth and non‑HNW clients, as well as pension and profit‑sharing plans, trusts, estates and business entities. The firm also offers non‑investment services such as management and marketing consulting and accounting, bookkeeping and tax preparation as part of its client engagements.

The firm follows a customized, investment‑policy‑statement driven process that emphasizes asset‑allocation modeling, third‑party manager selection, monitoring and periodic rebalancing, supported by capital‑markets research and third‑party data. Integrous generally operates on a non‑discretionary basis—executing trades only with client approval—and documents client objectives and constraints in written investment policy statements.

Integrous is a small, single‑advisor practice with roughly $3.14 million under advisement and a limited client base, which shapes its client interaction model and service delivery. Compared with many peers, the firm is notable for combining advisory work with accounting and tax‑preparation services and for its pension consulting role, where it develops model portfolios for qualified plans while limiting discretion over individual participant allocations.