Integritas Investment Management, LLC

  • Financial & Investment Services
555 North Point Center East
Suite #465
Alpharetta, GA 30022
404-793-2126

About Us

Our team leverages over 29 years of experience to provide our clients with a deeper level of advisory insight on Investment Management and Wealth Management. Our investment process is top-down and read more
  • About

    Our team leverages over 29 years of experience to provide our clients with a deeper level of advisory insight on Investment Management and Wealth Management. Our investment process is top-down and bottom-up with an emphasis on long-term “value” investing. However, we incorporate other investment styles for diversification purposes. We select investments and securities based on fundamental analysis, intrinsic value, and discounted opportunities. Technical analysis also helps us determine entry and exit points for portfolio positioning. Our Wealth Management process amalgamates the important things in our client's lives such as family, health, career and estate investment planning. This process is dynamic in that it identifies the true interests and risk tolerance of our clients while matching an asset with a purposeful activity in each of our client's lives.

    At Integritas Investment Management, we seek to understand our client's goals and concerns through good stewardship and old fashion listening. We also strive to exceed expectations so our clients have a positive experience.

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  • Whom to Contact

    • Joe Modica
      President
      555 North Point Center East
      Alpharetta, GA 30022
      Phone: 404-793-2126