A complete list of active advisors currently associated with INS Capital Management, LLC

Warmer can help you find a great advisor at INS Capital Management, LLC or one who fits your needs even better.

The firm is a small, independent, fee‑only investment adviser managing roughly $11.6 million for a limited number of individual and household clients. It provides discretionary portfolio management and standalone financial planning, charging asset‑based fees and not accepting commissions. Its investment approach is ETF‑centric, offering a passive “Serious Dough Adviser” suite with three model allocations that are periodically rebalanced and an actively managed “ETF Adviser” option that may include leveraged long and short ETFs, mutual funds, bonds, certificates of deposit and limited individual stock positions. The firm uses technical, quantitative and qualitative analysis to inform allocation and trade decisions and manages client accounts on a discretionary basis. Noteworthy for a firm of this size, the adviser explicitly prioritizes ETFs as the core portfolio holdings while permitting the use of leveraged ETFs and up to 30% individual stock exposure in active accounts, and it discloses ongoing CMT/technical‑analysis experience within its advisory process. The firm operates as a solo practitioner, reports no commission or performance‑based compensation, imposes no stated account minimum, and leaves proxy voting responsibility with clients.

To learn more about the advisors currently working at INS Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.