INSIGHT FINANCIAL STRATEGISTS

Overview

Insight Financial Strategists is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, publication of investment commentary, and educational seminars. Fee arrangements are flexible and include percentage-of-assets, hourly, subscription and fixed-fee models, allowing the firm to tailor billing to client needs. Investment activity is equity-focused: the firm prefers exchange-traded equities as the backbone of client portfolios and uses separate managed accounts alongside pooled exposures. Insight Financial Strategists identifies as an active ESG investor, integrating environmental, social and governance considerations into security selection and manager choices. Although it does not act as a capital allocator in the sense of running its own private funds, the firm directs clients to third-party alternative managers when alternatives are appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices