INSIGHTS INVESTMENTS

Overview

Insights Investments operates as an LLC that registered with the SEC in 2020 and focuses on portfolio management for individuals and small businesses. The firm’s client base is retail-oriented — Individual & Family — and its advisory model mixes a percentage-of-AUM fee with subscription fees, which points to a hybrid revenue approach aimed at both traditional asset-based clients and lower-balance or recurring-fee relationships. The firm is not an active ESG investor, is not a pension consultant, and does not function as a capital allocator or related adviser. Investment activity is concentrated in exchange-traded equities. Filings show a strong preference for equities as the primary allocation vehicle and the firm manages its exposure on a non-discretionary basis, meaning clients retain authority over trade decisions rather than delegating full trading discretion to the adviser. The combination of very small average account sizes and subscription pricing suggests a model built to scale across a high number of modest-sized accounts rather than a traditional high-net-worth wealth-management practice.

Assets & Accounts

Public Holdings

Location & Offices