INVESTMENT SELECTION

How do we select your investment holdings?

Part of building your customized plan includes careful selection of investment products. Integrity Wealth advisors follow a seven step process that narrows down exactly what products will be right for you based on your goals and timeline.

Step 1

Select from investment products that are liquid and without commitments

Step 2

Identify the investment categories that will be represented in the investment account

Step 3

Calculate weightings to investment categories based on time frame and risk

Step 4

Select investments with at least ten years of history

Step 5

Select products with competitive rates of return over the trailing 3, 5, and ten year periods

Step 6

Confirm the methodology of the investment is clearly understandable and repeatable

Step 7

Select investment products with below average expense ratios or other costs of ownership

More Services

Financial Planning

We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.

Investment Allocation

Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.

Estate Planning

Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.

Tax Planning

Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.

Retirement Planning

Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?

Education Planning

We can offer support and planning as you set education goals for your children, grandchildren, or yourself.