Insight Total Stewardship

Overview

Insight Total Stewardship is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses among its advisory services. Its ADV also references pension consulting services, though regulatory flags do not identify it as a pension consultant. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. It notes an affiliation with an insurance company. The firm is small in scale and appears focused on customized advisory relationships rather than institutional or broad-based capital allocation activity.

Assets & Accounts

Investments & Alternatives