Insight Advisors, LLC

Overview

Insight Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2013. The firm is owner-operated and acts as a capital allocator for both individual/family and select institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. In addition to advisory work the firm operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. Insight Advisors does not present itself as an active ESG investor. It identifies as an allocator that blends managed public-fund exposure with allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices