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Trey Welstad

Overcoming Low Yields and a Market Downturn with a Rising Dividend Strategy

In just the last six months, the convergence of historically low Treasury yields, increasing stock market volatility, and the looming threat of a recession has been creating a challenging time for income-seeking investors.

We believe that it is critically important for retirees and pre-retirees to understand the risks of reaching for higher yields and to consider alternative strategies for creating lifetime income sufficiency.

Right now, a rising-dividend strategy may be the best option for weathering the storm while generating a sustainable and growing income.

(Trey Welstad, November 2019)
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Integrity Viking Spotlighted By Barron’s For Active Management. See Mike Morey’s Comments On The Importance Of Dividends.

Integrity Viking Spotlighted By Barron’s For Active Management. See Mike Morey’s Comments On The Importance Of Dividends.

April 3, 2020

Mike Morey, CIO at Integrity Viking Mutual Funds, discusses the importance of dividends in a market downturn.

A Letter from our CEO Regarding COVID-19

A Letter from our CEO Regarding COVID-19

March 19, 2020

A message to our valued investment professionals: I want you to know that Integrity Viking Funds is fully committed to helping you and your clients through the difficult market situation we find ourselves in as a result of this public health emergency.

Integrity Viking Funds Completes Acquisition of Two M.D. Sass Mutual Funds

Integrity Viking Funds Completes Acquisition of Two M.D. Sass Mutual Funds

January 21, 2020

Minot, ND, January 21st, 2020 – Integrity Viking Funds announced today that it completed the acquisition of the M.D. Sass Short Term U.S. Government Agency Income Fund and the M.D. Sass Equity Income Plus Fund.

Trey Welstad Published in Financial Advisor Magazine

Trey Welstad Published in Financial Advisor Magazine

December 3, 2019

Trey Welstad, Portfolio Manager at Integrity Viking Mutual Funds, has been published in Financial Advisor Magazine with his article "Overcoming Low Yields And A Market Downturn With A Rising Dividend Strategy".