Glendale, AZ Office

Insight Folios provides portfolio management and financial planning to a broad individual client base, including high-net-worth households, as well as advisory services to ERISA retirement plans and other registered investment advisers. Services include discretionary portfolio management, comprehensive financial planning delivered through its Simplicitree planning tool, retirement plan consulting, and plan participant advisory services.

The firm generally manages client portfolios on a discretionary basis guided by written Investment Policy Statements and Simplicitree plans, using long-term trading and a mix of fundamental, technical, and cyclical analysis to implement asset allocation and risk management. Insight Folios also incorporates artificial intelligence tools into its processes and offers annual planning reviews and coordinated tax, insurance, and estate planning referrals as part of its client service model.

Compared with many multi-team firms, Insight Folios commonly acts as a sub-adviser to other registered investment advisers and accepts other investment adviser firms as clients—a relatively uncommon practice for firms in this category—and it discloses fee-sharing and referral arrangements tied to those relationships. The firm’s use of its proprietary Simplicitree software (under common ownership) and its explicit role providing ERISA fiduciary and participant-level advisory services are additional distinguishing operational features.