Leawood, KS Office
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Insight Investment Advisers LLC
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Firm-wide stats for Insight Investment Advisers LLC
About
Insight provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans, and also offers specialized 1031 exchange and Delaware Statutory Trust (DST) consulting. Services are delivered under both comprehensive and basic management arrangements and are generally billed as a percentage of assets under management.
The firm follows an evidence‑based, momentum and trend‑focused investment approach that blends multiple strategies and uses ETFs, mutual funds and alternative vehicles where appropriate; portfolio stance and market trends are reviewed monthly with at least quarterly rebalancing and reporting. Insight retains the client relationship and determines overall allocations and strategy selection while delegating day‑to‑day trade execution to a sub‑advisor, Blueprint Investment Partners.
Compared with many peers, the brochure discloses that Insight pays outside parties for client referrals (referral/endorsement arrangements) and provides DST/1031 consulting to outside sponsors—relationships the firm identifies as potential conflicts and says it discloses to clients. The firm also reports custody attributable to standing letters of authorization (approximately $11.0 million across 97 accounts) and emphasizes its compliance procedures for those arrangements while maintaining its role in strategy selection and client oversight.
Based on Insight Investment Advisers LLC
Expertise
Based on Insight Investment Advisers LLC
Location
5251 W 116th Place, Suite 200
Leawood KS 66211
Advisors at this office
3
Advisors at this office
Julia F
Series 65
Leawood, KS
Insight Investment Advisers LLC
Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Olympus and Karl Storz. Insight Investment Advisers provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum and trend-focused investment approach, blending multiple strategies across ETFs, mutual funds, and alternative vehicles.
Brandon B
Series 65
Leawood, KS
Insight Investment Advisers LLC
Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC in Leawood, KS, holding a Series 65 designation with eight years of industry experience. He has worked at Insight since 2018 and has been associated with West Chapman & Co since 2011. Outside of his advisory work, he is the sole owner of Blackbird Real Estate, LLC, formed for personal tax and accounting purposes. Insight Investment Advisers provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, combining multiple strategies with ETFs, mutual funds, and alternative vehicles, and offers specialized 1031 exchange and Delaware Statutory Trust consulting.
Joshua W
Series 65, Series 66
Leawood, KS
Insight Investment Advisers LLC
Joshua Wright is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Insight Investment Advisers since 2017 and previously spent ten years with World Class Financial, Inc. Outside of his advisory role, Wright provides consulting services for accounting, marketing, and business management at Complete Care Chiropractic. Insight Investment Advisers offers discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, blending multiple strategies with ETFs, mutual funds, and alternative vehicles, while delegating trade execution to a sub-advisor.
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