Insight Securities, Inc.

Insight Securities, Inc. is a registered investment adviser offering investment advice and portfolio management services. Established in 2020, the firm is wholly owned by Intelligenics, Inc., with Carlos Legaspy as the majority shareholder and James Gaafar as the Chief Operating Officer. As of June 30, 2023, the firm manages approximately $126,748,000 in assets, including $9,000,000 in the wrap program. Insight provides ongoing asset allocation among cash money market funds, equities, and bonds to meet client objectives. The firm offers comprehensive financial planning services and an open architecture platform for independent RIAs. Clients may have discretionary accounts with Insight, allowing the firm to direct investments and manage fees. Wrap fees range from 1.00% to 2.0% of portfolio assets, payable quarterly in advance. Fixed fees for non-discretionary services range from $100 to $250 per hour. Insight serves individuals, high net worth individuals, trusts, corporate pension plans, and other institutions. The firm conducts due diligence on third-party managers, employs various analysis methods, and follows guidelines to invest in good stocks and quality bonds. Clients retain voting rights for their securities, and Insight does not vote proxies on their behalf. The firm has a Code of Ethics to ensure compliance with fiduciary duties and regulatory requirements. Clients receive quarterly statements from custodians holding their assets.