“Boutique Firm for Wealth Management”
Equities
Our clients prefer Blue Chip Dividend-Growth Stocks, low-cost ETFs, Growth Stocks and other traditional investments with proven records of success.
Bonds
Our clients access bond investments in light of interest rate and bond market trajectories.
Financial Advice
Clients welcome our principal’s dimensional advice based on his broad exposure as a former hedge fund manager, longtime investor, and money manager for over 30 years.
Customized Portfolios
For aggressive investors, Insight Financial offers portfolios of Growth Stocks that typically feature competitive advantages, barriers to entry, and records of outsized success.
For conservative investors, Insight Financial offers portfolios typically with quality stocks whose dividends have grown for years and are expected to continue to do so, with appreciation potential long-term.