Insight Investment Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,189,992
Total clients
45
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$782,000
About
Insight Investment Solutions is an independent, single‑advisor registered investment adviser that provides fee‑based discretionary portfolio management, integrated financial planning, and hourly investment advising to individuals, high‑net‑worth clients, families, and trusts. The firm manages accounts on a discretionary basis and also accepts hourly or project‑based engagements for clients seeking limited or asset‑specific advice.
The investment process combines fundamental and economic analysis with technical analysis and market timing to inform security selection and trade timing, and asset allocation is based on documented suitability factors such as a risk‑tolerance questionnaire, time horizon, and tax considerations. Portfolios under $100,000 are typically built with ETFs and mutual funds for diversification, while larger accounts may include individual stocks alongside funds, with periodic rebalancing and regular performance reviews (generally quarterly).
Distinctive elements include a cash‑flow‑based planning approach provided as part of managed accounts plus a standalone hourly planning option, and a principal with a prior state tax consultant license (now retired) who may bring tax‑related perspective to planning discussions while making clear clients are not required to use tax services. The firm does not accept or maintain custody of client assets, uses a qualified custodian for safekeeping, and states a $150,000 minimum for portfolio management engagements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$0 - $150,000: 1.00% $150,001 - $500,000: 0.85% $500,001 - $900,000: 0.75% $900,001 - $2,000,000: 0.65% $2,000,001+: 0.55%
$145/hour
Account minimum: $150,000 Fee-only: $145/hour for investment advice and financial planning
Main office location
Insight Investment Solutions
2191 Monroe St.
Eugene OR 97405, United States
Number of offices
1
Most active in
Insight Investment Solutions has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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