$600MM AUM | $4MM Rev in
Probity Advisors, Inc. is a custom portfolio and wealth management firm with a great proven track record. We have invested in great technology that allows us to scale our business up. Probity won Fidelity's "Be Greater Award" for all RIAs in the $250mil to $1bil AUM space, an industry award based upon quality of client service, quality of staff, quality of technology, quality of compliance and compliance procedures, quality of business succession plan and consistency of portfolio performance. We would like to acquire or merge other financial services firms that would allow us to use our economies of scale to improve service and reduce costs to acquired accounts.