INSIGHT, CORP.

Overview

Insight, Corp. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its operating model uses a mix of fee structures — percentage of AUM, subscription fees and fixed fees — and the adviser does not position itself as a capital allocator. Insight shows a clear preference for publicly traded equities as the core of client portfolios and is not an active ESG investor. Investment activity centers on exchange-traded vehicles and mutual funds for public-market exposure, while select allocations to alternative managers cover commodities and oil & gas. The firm maintains discretion over the majority of its assets but also manages a meaningful non‑discretionary sleeve for some clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices