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Integrity Wealth and Humilis Investment Strategies: A Milestone Partnership

Integrity, LLC has made headlines with their recent strategic partnership with Humilis Investment Strategies, aimed at revolutionizing the Separately Managed Accounts (SMA) sector in the United States. This collaboration will not only expand Integrity's offerings but is also a significant move for Humilis as it marks their first investment platform relationship in the U.S.

A New Era in Wealth Management

The partnership is set to provide Integrity Wealth advisors access to five carefully curated SMA models. These models cover a diverse range of investment strategies, including Dividend Growth, Large Cap Value, All Cap, SMID Focused, and U.S. Focused portfolios. Such a robust selection empowers advisors to meet the varied risk tolerances and investment goals of their clients effectively.

Brian Belski, CEO and CIO of Humilis, expressed enthusiasm about the collaboration, stating, “Our partnership signifies a remarkable milestone for our firm as we aim to deliver unparalleled investment strategies through Integrity’s platform.” Belski's reputation in the financial sector, bolstered by over 35 years of experience on Wall Street, adds credence to this partnership's potential.

Insights and Research at Fingertips

One of the standout features of this partnership is the access Integrity advisors will have to Humilis' independent market research and industry reports. This invaluable resource will allow them to pinpoint lucrative investment opportunities effectively. Craig Walling, President of Integrity Wealth, stated, “Humilis lends an unmatched depth of market fundamentals, leading to disciplined investment strategies and proven performance.”

Integrated Technology for Maximized Impact

Integrity Wealth has firmly established itself in the market by offering advisors a comprehensive platform that encompasses technology, expert guidance, and extensive support. This partnership with Humilis adds yet another layer of sophistication to its services. It enables advisors to seamlessly incorporate these SMA models into their practices, thereby positioning them for unprecedented growth.

Integrity’s commitment to enhancing the advisor experience is evident through its end-to-end platform, which delivers proprietary resources and business services designed to foster exponential growth.

A Respected Leader in the Industry

At the helm of Humilis is Brian Belski, whose extensive background at high-profile firms such as BMO, Oppenheimer, and Merrill Lynch makes him one of the most respected figures in the financial industry. Belski's leadership aligns perfectly with Humilis' mission to deliver disciplined investment strategies supported by insightful research.

Future Outlook

This partnership not only marks a significant step for both Integrity and Humilis but potentially reshapes the landscape for wealth management services in the U.S. By fusing Humilis' advanced research capabilities with Integrity’s innovative technology, advisors can expect to offer enhanced services that directly address the diverse needs of their clients.

As Integrity continues to push the boundaries of traditional wealth management, the collaboration with Humilis Investment Strategies is set to create a transformative impact, catering to the evolving financial landscapes and investment objectives of American consumers.