Integrity was created for the benefit of you, our client, and is the next step towards building continuity in your personal financial plan.
The partnership between adviser and client allows us to coordinate the multiple components of your specific financial plan, creating a process that strives to optimize the power of your savings. Integrity aims to institutionalize and streamline this process so that every Integrity advisor across the country will utilize our unique planning process. This added level of continuity, will ensure that your individual plan will remain intact for the time you are with us.
Day by day, what you do is who you become. Your integrity is your destiny — it is the light that guides your way. – Heraclitus, Greek philosopher
We take a confusing and complex world, organize it, analyze it, and build a dynamic plan to empower our clients.
Our mission is to simplify complex financial strategies, help our clients visualize the future, and empower them with knowledge and understanding so they can make effective choices and realize their financial goals. When our clients achieve their goals, we have achieved ours.
We constantly ask ourselves how do we keep our clients engaged in making the right decisions? Auour’s strength is our people. Different backgrounds, institutional experiences, and perspectives inform our process and enhance our effectiveness as a trusted partner to our clients.
The three founders of Auour have over 70 years of combined experience in managing large sums of money for institutions and individuals. Their history incorporates most styles of investing, as well as, most asset classes spanning the globe.
In the eight years the firm has managed money, the process and individuals of Auour have been tested in different investing environments. This adds to the long history of experiencing both material bull and bear markets that have characterized the markets over the past 30 years.