I recently switched to a new asset management company and it has been a great experience so far. The team at Integrity Asset Management is knowledgeable and professional. The website is easy to navigate and provides all the information I need. Highly recommend!
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Questions about Integrity Asset Management
What is Integrity Asset Management?
Integrity Asset Management is a Victory Capital investment franchise that employs an institutional approach to managing value-oriented equity strategies. Led by Chief Investment Officer Dan Bandi, the Rocky River, Ohio-based team has been working together since 1999. They use a fundamental approach to stock selection designed to identify the right company, at the right price, at the right time.
Who leads the investment team and what are their specific roles?
The firm manages value-oriented equity strategies including the Small-Cap Value Equity strategy and Small/Mid-Cap Value Equity strategy. Their investment team includes Senior Portfolio Managers like Adam I. Friedman and Joe A. Gilbert, as well as Senior Equity Analysts such as Frankie Carson and Konner Reed. The team covers sectors including Financials and Industrials.
What specific mutual funds and institutional strategies does the firm offer?
Integrity Asset Management offers mutual funds such as the Victory Integrity Discovery Fund and Victory Integrity Mid-Cap Value Fund. They also provide institutional strategies like the Integrity Micro-Cap Value Equity and Integrity Small-Cap Value Equity. These products are available through Victory Capital Management Inc.
Who is the target audience for Integrity Asset Management's services?
The firm serves individual investors, RIA/Bank Trust & Family Offices, and Financial Professionals. They have been operating since 1999, providing a long history of managing value equity strategies. Their approach focuses on micro- through mid-cap value investing.
How can clients access the firm's digital resources and platforms?
Clients can access the firm's resources by visiting their website at integrityasset.com or using the mysecure.vcm.com platform. The website provides information on mutual fund prospectuses, ETF prospectuses, and brokerage policies. Users can also find accessibility support and FAQs on the site.
Where is the firm located and what is the size of its investment team?
The firm is headquartered in Rocky River, Ohio, with a broader operational base in San Antonio, Texas. They have a team of 13 investment professionals with an average of 26 years of industry experience. The team includes a Head of Equity Trading and a Portfolio Specialist.
What do reviewers specifically praise about the firm and its website?
The firm's website is described as user-friendly, easy to navigate, and providing all necessary information. Reviewers praise the team's knowledge, professionalism, and the excellent service provided. The website is consistently noted for being top-notch and easy to use.
What is the current Trustburn rating and how is the review split distributed?
The firm maintains a Trustburn rating of 4.1 out of 5 from 8 reviews. The rating split includes several 5-star reviews, multiple 4-star reviews, and a few 3-star reviews. All reviews are dated between April 2023 and November 2023.
What is the core investment methodology and mission of the firm?
The firm employs a fundamental approach to stock selection to identify the right company at the right price and time. They have demonstrated expertise in micro- through mid-cap value investing. Their mission is to deliver excellence with integrity in everything at all times.
What major strategic partnerships and acquisitions has the firm made?
The firm has a strategic partnership with Amundi, which extends their reach to over 60 countries. They also completed the acquisition of Amundi US and reintroduced the Pioneer Investments brand. These moves have globalized their business and expanded their distribution channels.
What are the key features of the firm's operational platform?
The firm offers services to help clients achieve their financial goals without charging additional fees for advice. They provide a comprehensive suite of investment capabilities and manage a diversified client base. Their platform integrates operational and distribution support with investment autonomy.
What technological features and account management tools are available?
The firm provides a mobile app for account access and includes tools for managing passwords and resetting credentials. They also offer landscape orientation viewing for tablet devices through their mobile app. Users can access account forms and statements via the mysecure.vcm.com portal.
How is the firm's team structured and what is its historical background?
The firm has a team of Senior Equity Analysts and Portfolio Managers who work together to manage the firm's strategies. They have a history of working together since 1999, building a strong foundation for their current operations. The team structure includes specialized roles like Lead Risk Analyst and Portfolio Specialist.
What are the practical aspects of using the firm's services and website?
The firm provides a user-friendly website that allows clients to easily navigate and find all necessary information. Reviewers have noted the website's ease of use and the professionalism of the team. The firm also offers secure messaging and mailing options for client communication.
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8 Reviews
👍 Integrity Asset Management is an amazing company to work with. They provide excellent investment advice and have helped me grow my portfolio. Their website is top-notch and easy to use. Highly recommended! 👍
I'm very satisfied with my experience with Integrity Asset Management. The company is highly professional and trustworthy. Their website is user-friendly and provides all the necessary information. I would recommend them to anyone looking for asset management services.
My experience with Integrity Asset Management has been great. They have provided excellent service and have been very professional in all our interactions. Their website is easy to navigate and provides all the necessary information. I highly recommend Integrity Asset Management!
I recently started investing with a new asset management company and I must say, I'm impressed with their level of professionalism and expertise. The website is user-friendly and they provide all the necessary information. Would highly recommend!
I have been a client of Integrity Asset Management for a while now, and I'm extremely satisfied with their services. The team is knowledgeable and professional. Their website is user-friendly and provides all the necessary information. Highly recommended!
Integrity Asset Management is a reliable and trustworthy company. Their investment strategies have worked well for me. The website is user-friendly and provides all the necessary information. Highly recommended!
I recently started investing with Integrity Asset Management and it has been a great decision. They have provided excellent service and their investment strategies have helped me achieve my financial goals. The website is user-friendly and provides all the necessary information. Highly recommended!
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About Integrity Asset Management
Integrity Asset Management is a Victory Capital investment franchise that employs an institutional approach to managing value-oriented equity strategies.
- Website
- integrityasset.com
