Integrity Wealth Partners with Humilis for First U.S. SMA Offering

Event summary

  • Integrity Wealth and Humilis Investment Strategies announced their first U.S. SMA partnership on January 22, 2026.
  • Humilis will offer five SMA models and proprietary research to Integrity Wealth advisors.
  • Brian Belski, CEO and CIO of Humilis, is a 35-year Wall Street veteran with senior roles at BMO, Oppenheimer & Company, Merrill Lynch, and Piper Jaffray.
  • Integrity Wealth will provide access to five U.S.-based portfolios: Dividend Growth, Large Cap Value, All Cap, SMID Focused, and U.S. Focused.

The big picture

This partnership marks a significant milestone for Integrity Wealth, expanding its wealth management platform with Humilis' SMA models and research. The collaboration leverages Brian Belski's extensive experience and Humilis' disciplined investment strategies to cater to diverse client needs. The move reflects a broader industry trend towards specialized investment solutions and strategic alliances to enhance advisor capabilities and client outcomes.

What we're watching

Strategic Expansion
How Integrity Wealth's access to Humilis' SMA models will drive advisor growth and client acquisition.
Market Differentiation
Whether Humilis' proprietary research and disciplined investment strategies will set Integrity Wealth apart in a competitive market.
Performance Metrics
The pace at which the partnership's portfolios will demonstrate proven performance and attract new clients.

Related topics

Partnership