Insight Financial, Inc.

The firm works with individual investors (including high‑net‑worth clients), trusts, retirement accounts and other entities, managing a small, discretionary client roster of under 20 relationships and roughly $25 million in assets. It offers a boutique wealth management service alongside a separately described bond trading program.

For wealth management the firm uses a mix of fundamental and technical analysis across stocks, ETFs, mutual funds and bonds, tailoring portfolios to client time horizon, risk tolerance and cash flow needs. The bond program — the "20:20 Bond Strategy" — is actively traded, generally in no‑load bond mutual funds with high turnover (positions often held no more than two weeks), no leverage, and uniform trading across client accounts.

Distinctive features include the firm’s explicit short‑term market‑timing approach in the 20:20 Bond Strategy and its practice of comparing that strategy’s performance to named intermediate‑term bond funds (Pimco Total Return and DoubleLine Total Return) in its disclosure materials. The firm’s brochure also discloses past regulatory matters from the 1990s that led to procedural changes and settlements (described as technical and without admissions), a record the firm includes in its regulatory disclosures.