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

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

Insight Investment Solutions is an independent, single‑advisor registered investment adviser that provides fee‑based discretionary portfolio management, integrated financial planning, and hourly investment advising to individuals, high‑net‑worth clients, families, and trusts. The firm manages accounts on a discretionary basis and also accepts hourly or project‑based engagements for clients seeking limited or asset‑specific advice. The investment process combines fundamental and economic analysis with technical analysis and market timing to inform security selection and trade timing, and asset allocation is based on documented suitability factors such as a risk‑tolerance questionnaire, time horizon, and tax considerations. Portfolios under $100,000 are typically built with ETFs and mutual funds for diversification, while larger accounts may include individual stocks alongside funds, with periodic rebalancing and regular performance reviews (generally quarterly). Distinctive elements include a cash‑flow‑based planning approach provided as part of managed accounts plus a standalone hourly planning option, and a principal with a prior state tax consultant license (now retired) who may bring tax‑related perspective to planning discussions while making clear clients are not required to use tax services. The firm does not accept or maintain custody of client assets, uses a qualified custodian for safekeeping, and states a $150,000 minimum for portfolio management engagements.

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