Growth Equity Strategies

Portfolio Objectives

Our portfolio objectives seek to identify the fastest growing companies in their respective spaces.

All-Cap Growth: Identify the fastest growing companies in all market capitalizations.

Concentrated Equity: Identify the fastest growing companies in all market capitalizations.

Large-Cap Dividend Equity Growth: Identify the fastest growing dividend paying companies in the large-cap space.

Large-Cap Growth: Identify the fastest growing companies in the large-cap space.

Small-Cap Growth: Identify the fastest growing companies in the small-cap space.

Small/Mid-Cap Growth: Identify the fastest growing companies in the small/mid-cap space.

Exchange-Traded Fund Portfolio Strategies

Portfolio Objectives

Our portfolio objectives seek to identify growing ETFs in their respective spaces.

Insight’s ETF Strategies seek to blend investments in the growth, value & 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.

Growth Equity Strategies Philosophy

Stocks that have historically outperformed may continue to generate excess returns into the future.

We use a proprietary quantitative ranking system and fundamental analysis to produce portfolios that are efficient in terms of risk-adjusted return. By consistently applying this strategy, we believe we may be able to generate out-performance over time.

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

Investment Management Team

The Insight Wealth Strategies’ Investment Team focuses on growth equity portfolios and custom strategies. The team adheres to a strict investment philosophy and uses empirical data to potentially generate excess returns over time.

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.