Our Mission

 The mission of InvesTegrity is to manage and grow the wealth of our clients while doing so in a manner that aligns with their values and beliefs. This does not mean that our clients must all fit the same mold. You don’t have to be “woke” or a certain political party. It’s simply investing in what matters to you most.

 My family started in the financial services business in the 1930s. My grandfather came from modest beginnings and he wanted more for his family. To do this he set his sights on Wall Street. Because of his name and background, this was no easy task. He turned this obstacle into a strength by focusing his talents on managing assets for various religious organizations, royal families, charities, and trusts. These institutions all have high standards in which assets can be invested. My grandfather, and later father, spent the better part of a century specializing in this style of investing. This style of investing is the basis for what we now consider impact or responsible investing.