Insight Financial Services

Overview

Insight Financial Services is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (initial registration in 2017) and describes itself as a capital allocator that serves individual and family clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements are multi-faceted: Insight charges percentage-of-AUM fees and also uses hourly and fixed-fee engagements. The firm lists an ownership mix that includes a domestic entity and an individual, and it maintains an industry affiliation with an insurance company. It does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices