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Steven C
Series 65
Eugene, OR
Insight Investment Solutions
Steven Curtis is the sole advisor at Insight Investment Solutions in Eugene, OR, holding a Series 65 license with 13 years of industry experience. He has been with Insight Investment Solutions since 2012 and also operates Insight Tax Solutions, a tax-related business, since 2009. Insight Investment Solutions is an independent registered investment adviser serving individuals, high-net-worth clients, families, and trusts with fee-based discretionary portfolio management, integrated financial planning, and hourly investment advising. The firm’s investment process incorporates fundamental, economic, and technical analysis, with asset allocation guided by documented suitability factors, and offers both diversified portfolios and individual stock options depending on account size.
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