Insight Wealth Strategies, LLC

Institutional

Insight Wealth Strategies’ portfolio management team uses a proprietary quantitative process that has been developed over three decades.  This process forms the basis of our overall thinking and creates the universe of investment selection.  Applying our fundamental analysis and research, we combine both processes to yield the best potential results for our clients in a specific stated strategy.  Our investment process emphasizes a blend between quantitative and fundamental analysis in all the strategies we manage.

Our investment managers are experienced in constructing portfolios with the objective of adding risk adjusted return over the long term, using a blend of proprietary quantitative process and fundamental analysis.  The team has the autonomy to pursue investment decisions guided by their unique philosophies and strategies they have developed over time.

Equity Strategies

Small-Cap Growth

Small-Cap Growth

Small/Mid-Cap Growth

Small/Mid-Cap Growth

All-Cap Growth

All-Cap Growth

Concentrated Equity Growth

Concentrated Equity Growth

Large-Cap Growth

Large-Cap Growth

Large-Cap Dividend

Large-Cap Dividend

Locations

Headquarters

5000 Executive Parkway
Suite 420
San Ramon, CA 94583
(800) 878-1665

Houston

1800 West Loop South
Suite 1100
Houston, TX 77027
(800) 318-7848

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