Individually Managed Accounts for every client
Every client is unique, with different goals and levels of risk tolerance. But to us, it goes beyond that. Every client has a story – a dream of early retirement, a goal of traveling around the world, or the basic desire not to outlive your money. That’s why we believe in individually managed accounts, and a customized plan – for every client.
An individually managed account is a professionally managed portfolio of securities that are owned directly by the client. Unlike mutual funds, these assets aren’t commingled with those of other investors. That means we can customize the investments to reflect your personal preferences, and manage these accounts for minimum tax impact. In short, you get all the benefits of professional money management with the flexibility, control, and potential tax advantages of owning individual securities. In the past, individually managed accounts were only an option for the very wealthy investor. Using advanced technology, experience, and resources, Probity Advisors has made these customized portfolios available to a broader range of clients, so more people can take advantage of the benefits.
We’ve developed our investment methodology to focus on long-term wealth creation and capital preservation. It’s how we can help you achieve your individual goals – no matter the size of your portfolio.
Our Investment Philosophy
Probity Advisors approaches the investment process with four basic goals in mind:
- Fully understand your needs and objectives.
- Design a custom, diversified portfolio that is consistent with your needs and objectives.
- Regularly review and optimize holdings based on economic conditions, our analysis, and research.
- Approach everything we do with honesty and integrity.
Our Investment Methodology
Probity Advisors takes a comprehensive approach when investing client portfolios – including profiling and suitability analysis, securities research, and portfolio execution and monitoring. The cornerstone of our custom portfolios is the frontier analytic, where we take qualitative feedback from you – then determine the appropriate return objective given your risk tolerance. This risk tolerance profile guides our portfolio managers in developing an asset allocation strategy that is both unique and suited to your needs. The investment process doesn’t end there. Our team regularly reviews portfolios to ensure they are best positioned for the current environment and according to your changing life circumstances.
A One-of-a-Kind Investment Experience
Our methodology is based on extensive research, our clients’ specific goals and preferences, our knowledge, and our expertise. Each one of our clients’ portfolios is managed individually, with its own goals, objectives, and risk tolerance levels. As a result, every portfolio is unique – holding different securities and asset classes – each custom-designed for the individual needs of the client. The result is a well-planned, well-researched, one-of-a-kind investment experience for every client, no matter what size that portfolio may be. That’s true value. That’s the Probity Advisors difference.
Personal portfolio. Personal service.
Some say it. We do it. Probity Advisors keeps the communication going, from our first meeting on. You can expect a level of access you’ve never had before, and a higher level of commitment from everyone at our firm. Our mission is simple – to empower clients through solid, individualized financial management. And we deliver on that promise every day.