A complete list of active advisors currently associated with Insight Investment Counsel

Warmer can help you find a great advisor at Insight Investment Counsel or one who fits your needs even better.

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.

To learn more about the advisors currently working at Insight Investment Counsel, 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.