Lehi, UT Office

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.