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Probity Advisors, Inc.
       
 
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Probity Advisors, Inc.
 
 
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An individually managed account is a professionally managed portfolio of securities that are owned directly by the client. Unlike mutual funds, these assets aren’t commingled with those of other investors. That means we can customize the investments to reflect your personal preferences, and manage these accounts for minimum tax impact. In short, you get all the benefits of professional money management with the flexibility, control, and potential tax advantages of owning individual securities. In the past, individually managed accounts were only an option for the very wealthy investor. Using advanced technology, experience, and resources, Probity Advisors has made these customized portfolios available to a broader range of clients, so more people can take advantage of the benefits.
Overview: 

At Probity Advisors, Inc.®, our name reflects our guiding principle.  Probity, by definition, means integrity and honesty – and that’s what you can expect, in all facets of your relationship with our company.

Probity Advisors, Inc. is a financial services firm based in Dallas, Texas.  For more than 60 years, Probity has helped individuals, families and businesses manage their financial assets and resources in order to achieve financial independence and security.  With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth.

Probity’s team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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