About Our Firm

Assets Under Management: $4.8 billion
as of September 30, 2014

Location:  Rocky River, Ohio

Institutional Equity Strategies:
Small Cap Value Equity
Small/Mid Cap Value Equity
Mid Cap Value Equity
Micro Cap Equity

Mutual Funds:
Integrity Mid-Cap Value Fund
Integrity Small/Mid Cap Value Fund
Integrity Micro-Cap Equity Fund
Integrity Small-Cap Value Fund

REPRESENTATIVE CLIENT LIST  (As of September 30, 2014)

Bay County Employees' Retirement System

Baylor Health Care System

Cambria County Employees' Retirement System


Christian School Pension Plan & Trust Fund

Crown Equipment Corporation Retirement Plan

DuPont and Related Companies Defined Contribution Plan Master Trust

Energy Future Holdings

Esterline Technologies Corporation

Halliburton Company Employee Benefit Master Trust

Heritage Valley Health System

Jefferson Regional Medical Center Foundation

Jennie Edmundson Memorial Hospital Employee Retirement Plan

KBR Employee Benefit Master Trust

Kent County Employees' Retirement Plan & Trust

Key Portfolio, LLC

Materion Corporation Pension Plan

Mt. Sinai Health Care Foundation

Nebraska Methodist

PCA Retirement & Benefits, Inc

Presbyterian Healthcare Services

Prudential Retirement Insurance and Annuity Company

Rainbow Babies & Children's Foundation

Richland County Foundation

Salt River Pima-Maricopa Indian Community

Sisters of St. Francis

St. Clair Memorial Hospital

Textron Master Trust

The Catholic Foundation of Northern Colorado

The Firemen's Retirement System of St. Louis

Trustees for the Diocese of Western Massachusetts

Trustees of The Diocese of Ohio

University of Northern Iowa Foundation

Valley Medical Services Facilities, Inc. Retirement Plan

VHA Inc.

Vidanova Pension Fund

Virginia Association of Counties / VML Pooled OPEB Trust


William Beaumont Hospital

Disclaimer: The representative client list excludes those clients who have requested privacy. It is unknown if the clients listed above approve of the advisor or the services provided.

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