INSIGHT INVESTMENT SOLUTIONS

Overview

Insight Investment Solutions is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and discretionary portfolio management for individuals and families, and for small businesses. The firm charges a combination of percentage-of-assets fees and hourly advisory fees, and it manages client relationships primarily on a discretionary basis. Its stated investment preference is equities, with a clear tilt toward exchange-traded instruments as the primary vehicle for public-market exposure. The adviser does not position itself as an ESG specialist, nor does it serve as a pension consultant or a multi-state adviser. Portfolio management is oriented around individual and family needs rather than institutional mandates. That client focus, paired with a modest asset base, suggests a hands-on approach to allocation and implementation — using separately managed accounts and custodial relationships to deliver customized equity and fixed-income exposures. The firm supplements exchange-traded holdings with mutual funds and direct corporate debt when seeking yield or credit exposure.

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Public Holdings

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Location & Offices