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 daughter who wants to be a surgeon, 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. To that end, we’ve developed our investment methodology to focus on long-term wealth creation and capital preservation. It’s how we manage money for our clients. It’s how we can help you achieve your individual goals – no matter the size of your portfolio.

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.

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.

Probity Advisors is an independent investment boutique. We utilize a combination of proprietary research, along with that of third-party providers, to reveal opportunities that may exist in the marketplace. The security research process starts with idea generation. These ideas are initiated from a number of different
sources.

Designed to identify companies or assets that meet certain valuation and growth projections – based on longer-term, fundamental prospects.

Avoiding the hype to seek out the solid performers.

When a client transfers a portfolio, Probity Advisors conducts a full review of the account, including companies with which we’re not familiar. After due diligence, we may find it appropriate to include some of these companies in our buy list.

While we remain disciplined in our methodology, we listen to other managers, economists, and analysts to stay informed about the markets and to review their recommendations – to ensure we are knowledgeable about all the opportunities available to our clients.

When we trade in a busy store or when one of our business clients is doing a substantial amount of business with an expanding, publicly traded company, we pay attention.

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