Insight Investment Counsel

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Client assets under management

$245,734,467

Clients

64% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,671,027

About

Insight Investment Counsel manages roughly $245.7 million for about 92 client accounts and offers continuous individual portfolio management tailored to clients’ goals and risk tolerances. Clients include both high‑net‑worth and non‑HNW individuals as well as pension and profit‑sharing plans, charitable organizations, corporations, and other investment advisers.

The firm’s investment process emphasizes asset allocation, fundamental analysis, and the use of mutual funds and ETFs, with a mix of long‑ and short‑term purchase strategies and quarterly reviews and rebalancing. Insight typically operates on a discretionary basis, executes most trades through Charles Schwab’s institutional platform, and may use margin transactions with client consent.

Distinctive features include a small advisory team (two advisors) overseeing a relatively large asset base and an explicit willingness to serve other investment advisers as clients. The brochure also discloses that the firm receives institutional support from Schwab and occasional mutual‑fund sponsorships for educational events—relationships the firm identifies and discloses as potential conflicts of interest.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$1,000,000 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50% $1,000,000 - $10,000,000: 0.50% $10,000,001+: 0.30%

Other

Account minimum: $1,000,000 Fee-only: Annual fees based on assets under management ranging from 0.50% to 1.00%

Main office location

Insight Investment Counsel

330 Illinois Street

El Segundo CA 90245-4408, United States

Number of offices

Most active in

Arizona · California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 310-426-6322

Advisors at this firm

Russell K

CFA®, Series 65

El Segundo, CA

Insight Investment Counsel

Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.

Active portfolio management

Joanne N

Series 66

El Segundo, CA

Insight Investment Counsel

Joanne Nishiyama is a financial advisor at Insight Investment Counsel with 25 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. and The Kinney Group, LLC. Insight Investment Counsel is a SEC-registered advisory firm managing over $230 million in discretionary assets for individuals, pension plans, charitable organizations, corporations, and other advisers. The firm utilizes asset allocation, fundamental analysis, and mutual fund/ETF evaluation in constructing portfolios, offering both long-term and short-term strategies with regular account reviews and rebalancing.

Active portfolio management

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