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Integrity Wealth Partners with Humilis to Launch U.S. SMA Models
Integrity Wealth, based in Dallas, has formed a strategic partnership with Humilis Investment Strategies to introduce five new Separately Managed Account (SMA) models to its advisors. This collaboration, announced on January 22, 2026, represents Humilis’ inaugural investment platform relationship in the U.S. SMA sector.
The partnership aligns with Integrity Wealth’s mission to enhance its wealth management services, providing advisors with a comprehensive platform that integrates technology, support, and expert guidance. According to Craig Walling, President of Integrity Wealth, the addition of Humilis’ offerings will significantly empower advisors to meet their clients’ diverse investment goals and risk tolerances.
Brian Belski, CEO and Chief Investment Officer of Humilis, expressed enthusiasm about the collaboration, stating, “Our partnership marks the first investment platform in the U.S. that will be offering multiple equity SMAs from Humilis, representing a tremendous milestone for our firm.”
Integrity Wealth advisors will have access to five U.S.-based portfolios designed to capitalize on long-term growth and emerging market trends. The portfolios include Dividend Growth, Large Cap Value, All Cap, SMID Focused, and U.S. Focused. In addition to these models, advisors will benefit from Humilis’ independent market research and industry reports, which are aimed at identifying lucrative investment opportunities.
Humilis Investment Strategies is led by Brian Belski, a respected figure on Wall Street with over 35 years of experience. His previous roles include senior investment positions at notable firms such as BMO, Oppenheimer & Company, and Merrill Lynch. Belski is recognized for his accurate market predictions and influential insights, which guide Humilis’ commitment to delivering disciplined investment strategies that are defined by both conviction and humility.
The partnership is poised to facilitate significant growth for Integrity Wealth, leveraging its end-to-end platform of proprietary resources and business services.
Founded in Dallas, Texas, Integrity is a prominent distributor of life and health insurance, as well as an innovator in wealth management and retirement planning. The company serves millions of Americans through a wide network of agents and advisors, ensuring that clients receive comprehensive support across various channels, including in-person, online, and over the phone.
Integrity’s advanced technology enhances the insurance and financial planning experience, enabling clients to protect their health, wealth, and life effectively. The company develops products in collaboration with carrier partners and markets them through a compliant distribution network.
Integrity Wealth’s commitment to providing exemplary service has garnered numerous accolades, including recognition from Newsweek as one of America’s Greatest Workplaces and awards for employee sentiment such as Best Company for Career Growth and Best Company Culture.
For further details about the offerings at Integrity Wealth, visit www.integrity.com/integritywealth.
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