Our in-house investment management team sets Insight apart from other firms. We utilize a strict investment philosophy driven by our proprietary algorithm and quantitative software. Our portfolio managers diligently work to generate excess returns over time, while striving to reduce internal portfolio expenses. We develop and implement a wide range of investment solutions to address your specific investment needs. Our core principles are:

  • Asset allocation provides the foundation to managing portfolio risk & volatility
  • Tax efficiency is critical
  • Portfolio expenses must be scrutinized
  • Analysis is essential to investment strategies & money managers

Investment Planning & Implementation
Our Five Step Investment Process

  1. Advice and planning
  2. Portfolio modeling, analysis, and design
  3. Investment Policy Statement (IPS) development planning
  4. Implementation, manager search, and selection
  5. Ongoing review, due diligence, and reporting

Quantitative & Fundamental Factors

  • We conduct a quantitative analysis to define the investment universe. This includes a highly efficient analysis of all actively traded assets.
  • We rank all assets traded on U.S. exchanges based on risk-adjusted return.
  • The top decile of the quantitative screen becomes the investible universe. We then analyze assets based on fundamentals to determine what goes into your portfolio.

Insight's Proprietary Growth Equity Strategies

  • All-Cap Growth
  • Concentrated Equity
  • Large-Cap Dividend Equity Growth
  • Large-Cap Growth
  • Small-Cap Growth
  • Small/Mid-Cap Growth

Exchange-Traded Fund (ETF) Portfolio Strategies

Portfolio Objectives – Our portfolio objectives seek to identify growing ETFs in their respective asset classes.

Insight’s ETF strategies seek to blend investments in the growth, value, and international sectors to obtain broad market exposure for a more diversified portfolio. We combine these equity investments with fixed income securities to protect assets in the event of a down market.

IWS_ETF-Infographic

Meet Our Investment Team

Dragos Georgescu

Portfolio Manager

  • Portfolio Management
  • Asset Allocation Strategies
  • Equity Research
  • Trading

Carl Gabler

Portfolio Manager

  • Portfolio Management
  • Trading
  • Asset Allocation Strategies

Chad Seegers

Investment Strategist

  • Capital Markets Research
  • Asset Allocation Strategies
  • Portfolio Income Solutions

Cole Durkin

Investment Analyst

  • Equity Analyst
  • Portfolio Monitoring & Re-balancing
  • Risk Specific Portfolio Construction

Parker O’Sullivan

Business Development Lead

  • Quarterly Commentary & Attribution
  • Sales & Marketing
  • Presentations
  • Relationship Management

To learn more about Insight Wealth Strategies, please call us at (800) 318-7848, email us at info@insight2wealth.com or fill out the request information form.

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The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. The investment strategies mentioned may not be suitable for everyone. The statements made and the conclusions drawn are not guarantees and are merely the opinion of Insight Wealth Strategies, LLC. Information about Insight Wealth Strategies, LLC (IWS) portfolio strategies is provided for informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of IWS, or an offer or invitation to enter into any portfolio management mandate with IWS. IWS makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Each of the strategies described above involve a degree of risk. ETFs trade like stocks and are subject to market volatility. They are bought and sold throughout the trading day on an exchange, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. There are risks involved in investing in ETFs, including the possible loss of money invested. ETFs involve risks for investors, including market risk, supply and tracking error and excessive trading. Insight Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Strategies, LLC unless a client service agreement is in place.