Foresight Investments Management, Inc.

Overview

Foresight Investments Management, Inc. is an individually owned corporate adviser that functions as a capital allocator with a clear equity tilt. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its stated fee model combines a percentage of assets under management with hourly charges, indicating a mix of ongoing advisory relationships and project-based planning work. Foresight reports it is not an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on separately managed account (SMA) structures and exchange-traded securities. The firm’s stated preference is equities, using exchange-traded equities as the primary implementation vehicle while complementing core positions with mutual funds where appropriate. The adviser’s custodial relationship with a major custodian supports trading efficiency and broad access to ETFs and individual stocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices