Todd Moerman

Why Integrity Investment Advisors - www.integrityia.com (303-549-4720) https://www.facebook.com/integrityia Integrity Investment Advisors, LLC is a fee-only Advisor Firm. We are headquartered in Fort Collins, Colorado and serve clients on a national basis. Press Release: Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the low cost mutual funds of Dimensional Fund Advisors (DFA) to its clients. My business is very unique. Here are some key pillars that separate us from other firms: 1) We are fee-only, low-cost, no commissions and offer a tremendous value to our clients. Most clients are shocked by how much they are paying in hidden costs. 2) We are a fiduciary for our clients. Only 15% of advisors are a fiduciary for their clients. What is a Fiduciary? Watch the video below. 3) We focus on the “science of capital markets” to build portfolios. 30 years of data driven innovation. 4) We build institutional portfolios that are globally diversified and have tilts toward value, small cap and direct profitability. 5) One of our business partners is a company called Dimensional. DFA manages over $500 billion. Find out more on our website - Why DFA page Our Mission is clear: - We help you make smart decisions about money and investing. - We help you accumulate and/or preserve wealth. - We help you secure your retirement goals and put you in a position so that your "day job" becomes optional. Our approach is based on the following core principles: massive global diversification, low cost, high transparency, minimize taxes, minimize turnover and utilize a disciplined investment strategy supported by the academic research of Dimensional Fund Advisors (DFA), Vanguard and others. 97% of your investment portfolio return is driven by 5 factors. 1)market factor 2) value factor 3)small cap factor 4) direct profitability factor 5) momentum