Fintegrity

www.fintegrity.com

Fintegrity® helps families invest in strong businesses, plan for retirement, and manage risk. Fintegrity® is a fee-only fiduciary registered investment adviser (RIA) serving families across the U.S. with more than $1 million to invest. Call 201-266-6829. Clients hire Fintegrity® to: (1) Obtain Investment Expertise for desired outcomes, such as growth and/or retirement income (2) Navigate Constantly Changing Conditions and Adjust Portfolios (3) Manage Risk (4) Build a Financial Plan Showing What’s Possible (5) Receive Ongoing Advice for Optimizing Financial Affairs (6) Help Reduce Emotional Decisions that can undermine success (7) Minimize Chance of Making a Mistake (8) Focus Client Time, Energy, and Attention on Higher Interests (9) Protect Against Potential Diminished Decision-Making Ability with Advanced Age (10) Provide Continuity for Surviving Family Members Clients trust Fintegrity® to manage their investments because: (1) they value Fintegrity's experience, education, and reputation (2) clients receive clear communication, responsive service, and caring advice about all things financial (3) Fintegrity® is legally obligated to put client interests first (4) Fintegrity® is exclusively paid by clients, earning no incentives to sell products (5) clients are always served by a company principal With 30 years of investing experience, Jeffrey Barnett founded Fintegrity®, a fiduciary registered investment adviser (RIA), to serve the retirement investing needs of friends, family, and others in the United States. Before Fintegrity®, Jeff led the product management of a $40 billion portfolio at TIAA, the trillion-dollar asset manager. He previously directed strategy and product management at J.P. Morgan and M&T Bank. Jeff graduated Harvard Business School with a master's degree in Business Administration and earned a bachelor’s degree, summa cum laude, at the University at Albany.

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Fintegrity® helps families invest in strong businesses, plan for retirement, and manage risk. Fintegrity® is a fee-only fiduciary registered investment adviser (RIA) serving families across the U.S. with more than $1 million to invest. Call 201-266-6829. Clients hire Fintegrity® to: (1) Obtain Investment Expertise for desired outcomes, such as growth and/or retirement income (2) Navigate Constantly Changing Conditions and Adjust Portfolios (3) Manage Risk (4) Build a Financial Plan Showing What’s Possible (5) Receive Ongoing Advice for Optimizing Financial Affairs (6) Help Reduce Emotional Decisions that can undermine success (7) Minimize Chance of Making a Mistake (8) Focus Client Time, Energy, and Attention on Higher Interests (9) Protect Against Potential Diminished Decision-Making Ability with Advanced Age (10) Provide Continuity for Surviving Family Members Clients trust Fintegrity® to manage their investments because: (1) they value Fintegrity's experience, education, and reputation (2) clients receive clear communication, responsive service, and caring advice about all things financial (3) Fintegrity® is legally obligated to put client interests first (4) Fintegrity® is exclusively paid by clients, earning no incentives to sell products (5) clients are always served by a company principal With 30 years of investing experience, Jeffrey Barnett founded Fintegrity®, a fiduciary registered investment adviser (RIA), to serve the retirement investing needs of friends, family, and others in the United States. Before Fintegrity®, Jeff led the product management of a $40 billion portfolio at TIAA, the trillion-dollar asset manager. He previously directed strategy and product management at J.P. Morgan and M&T Bank. Jeff graduated Harvard Business School with a master's degree in Business Administration and earned a bachelor’s degree, summa cum laude, at the University at Albany.

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New Jersey

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Employees

1-10

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Founded

2017

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