A Purposeful Approach to Portfolio Management
The Philosophy
Simply put, “Preserve and Grow with Integrity” is Integrity Investors core money management philosophy. Our goal is to be purposely invested when market conditions are favorable and to protect capital when market conditions are unfavorable. If we are able to protect assets from the ravages of a declining market we are able to take a full
er position in the increase of a favorable market.
“Behold I send you forth as sheep in the midst of wolves: be ye therefore wise as serpents and harmless as doves.” - Matthew 10:16
The Process
Our president, Mark Minnella, has drawn much of his inspiration for investment management from the Bible, often quoting Matthew 10:16 as a guideline for the multidiscipline approach of Integrity Investors money management programs. The Greek word for “wise” in that verse is the word “phronimos,” meaning prudent, mindful of ones interest. The word “harmless” is the Greek word “akeraios,” meaning without a mixture of evil, free from guile, innocent, simple. According to Mark, “If we are only harmless as a dove we may very well get eaten alive by the wolves of the world. If we are only wise as a serpent then we may end up hurting others. The key I find in these verses is to embrace both in our lives. We need the tools and wisdom to understand how money works, to develop a portfolio, to manage investments that correlate with our objectives, personality and time horizons. This utilization of worldly knowledge, understanding how money works, is the “being wise as a serpent” part of the formula.”
The Prudence
We also need to be aware of the impact our investments have in our lives and the lives of others. By being conscious of what we are participating in and supporting with our investment dollars we can choose the investment products that don’t compromise our personal beliefs, that don’t harm others. Utilizing care and compassion is the “being harmless as a dove” part of the formula. When you invest with Integrity, your money works to achieve both of these distinct yet highly compatible objectives. Your money will be put to work on achieving your personal financial goals such as creating a secure and comfortable future for yourself, caring for and educating your family, and all important financial objectives you may have while purposely using only investment products that are in alignment with your beliefs. Integrity’s Faith based approach to investing helps your money perform both tasks without compromise.
