Form ADV Part 2
Form ADV Part 2 is the SEC filing that provides details of our professional experience and the services we offer. It also includes information about our fees, how we conduct business, and any business interests we are engaged in.
Form ADV Part 2 can be downloaded via this link: www.adviserinfo.sec.gov/
Among the world’s largest providers of financial services, TD Ameritrade Institutional offers a powerful set of capabilities for registered investment advisors. They provide sophisticated wealth management investment strategies and services, extensive practice management resources, and flexible, open technology environments all backed by the strongest independent wealth management platforms in the business and specifically designed to assist firms like Integrity Investment Advisors, LLC.
Dimensional Fund Advisors (DFA) is an institutional fund manager. It was founded in 1981 to apply academic research on capital market behavior to the practical world of investing. DFA has close ties with the University of Chicago and other financial economics research centers. DFA and mutual fund board members and consultants include some of the world’s most distinguished academic theorists: Eugene Fama, Kenneth French, Roger Ibbotson, Donald Keim, and Nobel laureate Myron Scholes.
DFA funds were initially available only to institutional investors. Beginning in 1989, DFA began offering its low-cost institutional mutual funds to individual investors through approved investment advisors. Currently, Dimensional Fund Advisors manages in excess of $400+ billion for corporate, government, college endowment, charitable, and Taft-Hartley clients, as well as clients of approved investment advisors.
We hate spam as much as you do. Integrity Investment Advisors is committed to keeping your information confidential. In the course of our business, we collect non-public personal information about clients and prospects from account applications, client information gathering forms, etc. We do not sell your personal information to anyone. We do not disclose your personal information to anyone, unless one of the following exceptions applies:
- We will disclose your personal information if required by law for regulators or law enforcement authorities.
- We disclose your personal information to custodians and brokers that are necessary to effect or administer transactions you authorize or request.
- We disclose your personal information to other third parties only when asked to do so by you.
- We will disclose your personal information to family members only when asked to so by you or in the event you become incapacitated and are no longer able to handle you financial affairs and you have previously provided the firm with written authorization.
- We will disclose your personal health related information to an insurance provider or agent for the purpose of getting an insurance quote for you only if you specifically opt in by instructing us to do so in writing.
We maintain physical, electronic, and procedural safeguards to protect all client personal information, and we restrict access to this information. Employees have access to your personal information for business purposes only. If at any time in the future it becomes necessary to change this policy, you will get advance written notice of the proposed change and the opportunity to opt out.
This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Integrity Investment Advisors, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Integrity Investment Advisors, LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. A copy of the Integrity Investment Advisors, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.