In the past, a customized investment plan with personal management was reserved for only the affluent investor. Everyone else was sold a pre-packaged option – regardless of their individual goals.

At Probity Advisors, we believe that every investor should have the choice of a personally managed portfolio. By employing advanced technology and fine-tuned trading costs, we can now bring the benefits of customized, active management to a broader audience of investors.

Probity Advantage Platform is fee-based rather than commission-based. That means you’re paying for ongoing professional advice that is concerned with growing your asset base, rather than selling you a one-time product.

We start with a conversation – identifying your risk parameters and your goals. We also discuss your personal preferences – for example, a desire to invest in a particular industry or an aversion to companies that do animal testing – and your financial concerns and plans for the future. We’ll also look at your tax situation and set up guidelines for buy and sell constraints, transaction costs, and time horizons.

With this information, we develop an investment roadmap that specifies your ideal asset allocation. From there, our team of research analysts uses our unique methodology to select the most appropriate mix of stocks, bonds, REITs, and other alternative assets.

Your portfolio is monitored regularly, to increase return and manage risk – based on your pre-established parameters. And we continue to communicate and reevaluate as your needs, investment levels, and goals change.