FORESIGHT INVESTMENT ADVISORS, LLC

Overview

Foresight Investment Advisors, LLC is a small, privately owned limited liability advisory firm that focuses on portfolio management for individuals and small businesses and offers market-timing services. The firm charges advisory fees as a percentage of assets under management and operates with a concentrated, equity-first investment approach. It is affiliated with an insurance company and does not identify as an active ESG investor. Investment activity is modest: the firm's reported assets are concentrated in exchange-traded equities and related liquid instruments. Given the few accounts and the custodial relationship, the firm appears to run straightforward brokerage-based portfolios rather than a large roster of advisory relationships or pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices