Insight Wealth Strategies, LLC

Insight Wealth Strategies provides discretionary investment management, financial planning and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses and institutions. The firm notes that financial planning is included with investment management for clients with more than $1,000,000 in assets under management, and it also delivers advisory services to brokerage customers through arrangements with broker‑dealers.

IWS constructs portfolios from proprietary models that primarily use low‑cost, diversified ETFs and individual stocks, while also retaining the ability to use alternatives or legacy positions when appropriate; stated strategies include All‑Cap Growth, Large‑Cap Dividend and several ETF‑based equity and fixed‑income composites with listed benchmarks, account minimums and composite inception dates. The firm describes a multi‑disciplinary investment process—fundamental, technical, quantitative and sector analysis—and discloses the use of options and other derivative instruments and hedging techniques where applicable.

Noteworthy features in the brochure include the firm’s practice of sponsoring educational events with product providers and operating written promoter/referral arrangements (with disclosed solicitor agreements and fee sharing). The brochure also documents institutional custody and brokerage relationships, the firm’s code of ethics and periodic account reviews, and it publishes composite identifiers (benchmarks and inception dates) for its proprietary strategies.