Insight Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Investment Counsel manages roughly $245.7 million for about 92 client accounts and offers continuous individual portfolio management tailored to clients’ goals and risk tolerances. Clients include both high‑net‑worth and non‑HNW individuals as well as pension and profit‑sharing plans, charitable organizations, corporations, and other investment advisers.
The firm’s investment process emphasizes asset allocation, fundamental analysis, and the use of mutual funds and ETFs, with a mix of long‑ and short‑term purchase strategies and quarterly reviews and rebalancing. Insight typically operates on a discretionary basis, executes most trades through Charles Schwab’s institutional platform, and may use margin transactions with client consent.
Distinctive features include a small advisory team (two advisors) overseeing a relatively large asset base and an explicit willingness to serve other investment advisers as clients. The brochure also discloses that the firm receives institutional support from Schwab and occasional mutual‑fund sponsorships for educational events—relationships the firm identifies and discloses as potential conflicts of interest.
Client services
Expertise
Fee options
$1,000,000 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50% $1,000,000 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 Fee-only: Annual fees based on assets under management ranging from 0.50% to 1.00%
Main office
330 Illinois Street
El Segundo CA 90245-4408
Advisors at this office
2
Most active in
Arizona · California · Texas
Also doing business as
Insight Inv LLC · Insight Investment Counsel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Russell K
CFA®, Series 65
El Segundo, CA
Insight Investment Counsel
Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.
Joanne N
Series 66
El Segundo, CA
Insight Investment Counsel
Joanne Nishiyama is a financial advisor at Insight Investment Counsel with 26 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. and The Kinney Group, LLC for 11 years each. Insight Investment Counsel manages approximately $245.7 million across about 92 client accounts, providing individualized portfolio management to a diverse client base including high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm’s investment approach focuses on asset allocation, fundamental analysis, and utilizes mutual funds and ETFs with both long- and short-term strategies.
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