Integrity Capital Management

Integrity Capital Management is a Registered Investment Adviser established in November 2006, with three principal owners: John Christopher Atkins, Angela Hope Williams, and Pamela Annette Rehart. The firm's investment strategy involves managing assets using diversified, global, multi-asset class portfolios primarily consisting of mutual funds and exchange-traded funds. Clients can request specific types of investments in their portfolios, and ICM tailors model portfolios to individual needs. The firm offers financial planning services covering various aspects such as asset protection, tax planning, retirement planning, and more. ICM charges annual asset management fees based on a tiered schedule, starting at 1% for balances up to $1,000,000. Clients may also consult with ICM at an hourly rate of $200 or opt for project-based fees. The firm may provide consulting services to retirement plan sponsors, with fees negotiated case-by-case. ICM acts as a fiduciary, putting clients' interests first. The firm has a strategic asset allocation methodology aimed at diversification to reduce risk without sacrificing long-term returns. ICM has a disciplined portfolio maintenance approach, including weekly portfolio analysis for rebalancing opportunities. Clients receive quarterly performance reports and brokerage statements. The firm has a Code of Ethics emphasizing fiduciary duty and compliance with regulations. ICM has no disciplinary events to disclose and provides additional information about its principals' educational backgrounds and business experiences. The firm's principals are also general partners in BRAC Properties, which leases office space to ICM.