Once an investment idea has been identified, our team of analysts probes further – conducting additional research to determine if this specific security should be included in our buy list. Our research is where we add our greatest value as managers, with an expansive process that includes:

Once an investment idea has been generated, we conduct research utilizing a broad range of public information. Sources of information may include corporate filings, news articles, trade press industry surveys, and third-party research reports. From these sources, we develop our understanding of the market’s perception of that particular asset or security. We then augment that view by conducting our own market research. Interviewing company executives, clients, suppliers, industry experts, and regulators, we gain an understanding of the asset that goes far beyond the investment reports and financial models – giving us a unique perspective into the subtleties of the investment’s prospects and potential returns.

We believe in buying strong companies that are trading at a discount to their relative and intrinsic value. Our reasoning is simple: We want our clients to be owners of viable companies that they have purchased at a reasonable price. Our quantitative models give us confidence in the price we pay for investments, and they help us ignore the emotional fluctuations of the marketplace.

Probity Advisors manages individual portfolios for the personal needs of our individual and corporate clients. Unless otherwise indicated by specific client issues, our clients’ portfolios are typically diversified across both asset classes and security types. In the event that a position becomes overweighted, Probity Advisors will rebalance your portfolio.

Finally, we will seek to minimize our clients’ tax liability by harvesting any losses we may have within the portfolio to offset gains. And we will attempt to hold securities in order to benefit from the long-term capital gains rates to the degree possible.

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.

Probity Advisors is part of Wealth Services Alliance, composed of three established, experienced companies, each specializing in a different area of personal and business finance. The organization was created to bring a unified approach to wealth management – integrating portfolio management, risk management, and accounting into a comprehensive solution for each individual and business client. With Wealth Services Alliance, you have a team of experts, specializing in all fields of wealth management, working on your behalf.