WealthFolio Financial Planning

Integritas Investment Management, LLC is an independent investment advisory practice based in Alpharetta, GA. With over three decades of experience in the financial industry, they provide clients with a deeper level of advisory insight through research, security analysis, and portfolio management based on modern portfolio theory. Their client-focused approach aims to understand clients' goals and concerns, ensuring a positive experience and exceeding expectations. Integritas Investment Management serves a diverse range of clients, including business executives and high net worth investors located throughout the United States. Their team, led by Joe Modica, CFA, MBA, strives to help clients meet their financial goals through good stewardship and attentive listening. Committed to integrity and excellence, they offer investment and insurance products that are tailored to individual needs and risk tolerance.Generated from the website