Probity Advisors, Inc.

Probity Advisors, Inc. is an SEC-registered investment adviser located in Dallas, TX, with a principal place of business in Texas. The firm specializes in offering Investment Supervisory Services ("ISS") - Individual Portfolio Management, providing continuous advice based on individual client needs. Clients' investment profiles are developed through personal discussions/questionnaires to establish goals, objectives, risk tolerance, and liquidity needs. The firm manages advisory accounts on a discretionary basis, guided by client objectives and tax considerations. Clients may impose reasonable restrictions on investments, and the firm offers professional, discretionary portfolio management services through various investment platforms. The Advantage Platform is designed for active investors with a minimum account size of $250,000. The Tactical Allocation Platform is for dynamically rebalanced portfolios with a minimum of $10,000. The Diversified Income Platform offers a growing stream of income with a minimum of $250,000, and the Fixed Income Platform is for investors seeking current income or capital appreciation with a minimum of $100,000. The firm also offers Retirement Plan Advisory Services, Financial Planning, Consulting Services, and Annuity Allocation Services. Porter Louis Ozanne III, President of Probity Advisors, Inc., has a BA in English and is a Chartered Financial Consultant (ChFC) and Accredited Estate Planner. Christopher Sorrow, Vice President, has an MBA and is a Chartered Financial Analyst (CFA®). The firm does not charge performance-based fees, and clients have investment discretion. Probity Advisors, Inc. does not vote client securities and does not have custody of client accounts. The firm's fee structure is based on a percentage of assets under management, with fees billed quarterly in advance. Clients may terminate the advisory relationship at any time, and the firm does not participate in wrap fee programs. Probity Advisors, Inc. managed $730,383,876 of assets on a discretionary basis as of 01/01/2025.