Todd Moerman Email and Phone Number
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Why Integrity Investment Advisors - www.integrityia.com (303-549-4720)https://www.facebook.com/integrityia Integrity Investment Advisors, LLC is a fee-only Advisor Firm. We are headquartered in Fort Collins, Colorado and serve clients on a national basis. Press Release: Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the low cost mutual funds of Dimensional Fund Advisors (DFA) to its clients. Todd Moerman is also a part owner of 365 Tax Strategy - tax preparation business in Fort Collins, COwww.365taxstrategy.com to find out moreMy business is very unique. Here are some key pillars that separate us from other firms:1) We are fee-only, low-cost, no commissions and offer a tremendous value to our clients. Most clients are shocked by how much they are paying in hidden costs.2) We are a fiduciary for our clients. Only 15% of advisors are a fiduciary for their clients. What is a Fiduciary? Watch the video below.3) We focus on the “science of capital markets” to build portfolios. 30 years of data driven innovation. 4) We build institutional portfolios that are globally diversified and have tilts toward value, small cap and direct profitability. 5) One of our business partners is a company called Dimensional. DFA manages over $500 billion. Find out more on our website - Why DFA pageOur Mission is clear:- We help you make smart decisions about money and investing.- We help you accumulate and/or preserve wealth.- We help you secure your retirement goals and put you in a position so that your "day job" becomes optional.Our approach is based on the following core principles: massive global diversification, low cost, high transparency, minimize taxes, minimize turnover and utilize a disciplined investment strategy supported by the academic research of Dimensional Fund Advisors (DFA), Vanguard and others.97% of your investment portfolio return is driven by 5 factors. 1)market factor 2) value factor 3)small cap factor 4) direct profitability factor 5) momentum
Integrity Investment Advisors, Llc
View- Website:
- integrityia.com
- Employees:
- 5
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Managing PartnerIntegrity Investment Advisors, Llc Jan 2010 - PresentTodd Moerman is the Founder and Managing Partner of Integrity Investment Advisors, LLC. He has a degree from Miami University in Finance and holds an AWMA designation (Accredited Wealth Management Advisor). He has worked for large global companies like Xerox, GE Healthcare and Philips Healthcare. These experiences have allowed him to see the need for changes in the Financial Services business model. Integrity Investment Advisors is a fee only Independent Registered Investment Advisory Firm. The firm was established in 2010 with the intent of becoming a fresh alternative in the financial services industry. Because of the Great Recession of 2008 and the Financial Meltdown, Wall Street and the big banks have been exposed with their high fees and inability to put Clients interest first. Financial markets have changed, pensions plans have changed, social security and Medicare are at risk...... retirement planning has changed. Investors can no longer afford "business as usual". They can no longer afford high fees, lack of transparency, lack of trust and lack of results. Contact us (303-549-4720) for a free 2nd opinion about your financial strategy.
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Zone ManagerPhilips Healthcare Apr 2008 - Jan 2013Amsterdam, Noord-Holland, NlManaged a Team that covers 16 States in the Midwest and Rocky Mountains for Philips Ultrasound Business.Philips is # 1 in General Radiology Ultrasound and #1 in Cardiology Ultrasound (grew share by 43% since 2005 in Cardiology).Philips Ultrasound Service ranks #1 according to IMV for the last 20 years in a row! -
Region Manger- Ge LunarGe Healthcare Aug 2002 - Apr 2008Chicago, UsRoles included Ultrasound Specialist and West Region Manager- GE Lunar. Managed a Team of Reps covering 19 States.o Customer Centered Selling Training for Rep and Manager by Rob JollesGE Healthcare Institute Training and Developmento GE Six Sigma Green belt certifiedo GE – Building Essential Leadership Skills -
Key Account ManagerXerox Corporation Jun 1991 - Mar 2001Norwalk, Connecticut, UsAlmost 10 years of working with major accounts in both Cincinnati, Ohio and Denver, Colorado.- Xerox Corporation- International Center for Training and Management Development courses.
Todd Moerman Skills
Todd Moerman Education Details
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College For Financial PlanningFinancial Planning And Services -
Series 65 ExamRegistered Investment Advisor Firm
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Miami UniversityFinance And Marketing
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Southview, Sylvania Oh
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St. Francis, Toledo, Oh
Frequently Asked Questions about Todd Moerman
What company does Todd Moerman work for?
Todd Moerman works for Integrity Investment Advisors, Llc
What is Todd Moerman's role at the current company?
Todd Moerman's current role is Managing Partner @ IIA, Fee-Only, Fiduciary, Invest with Integrity - see our website for free checklists! Part owner 365 Tax Strategy (tax preparation)..
What is Todd Moerman's email address?
Todd Moerman's email address is to****@****aim.com
What is Todd Moerman's direct phone number?
Todd Moerman's direct phone number is +130354*****
What schools did Todd Moerman attend?
Todd Moerman attended College For Financial Planning, Series 65 Exam, Miami University, Southview, Sylvania Oh, St. Francis, Toledo, Oh.
What are some of Todd Moerman's interests?
Todd Moerman has interest in Skiing, Golfing, Camping, Mountain Biking, Red Wine.
What skills is Todd Moerman known for?
Todd Moerman has skills like No Endorsements Please, Fiduciary For Clients, Wealth Management, Financial Planning, 401 Retirement Savings Plans, Data Driven.
Who are Todd Moerman's colleagues?
Todd Moerman's colleagues are Elizabeth Moerman.
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