Insight Wealth Strategies, Lp

Insight Wealth Strategies, LP is an SEC-registered investment advisory firm based in Irvine, CA, established in October 2009. The firm specializes in wealth management services for individuals and high-net-worth clients, offering tailored investment portfolios primarily consisting of no-load mutual funds, individual equity securities, fixed income portfolios, and private investments. The firm's investment philosophy is rooted in Modern Portfolio Theory, focusing on long-term strategies and asset allocation decisions rather than market timing or stock picking. Insight Wealth acts as a fiduciary for ERISA accounts, providing investment advice in the best interest of clients and charging level fees based on assets under management. The firm does not engage in performance-based fees, side-by-side management, or receive compensation for recommending securities. Clients have investment discretion, allowing Insight Wealth to select securities based on client objectives within stated guidelines. The firm does not vote proxies on behalf of clients and does not handle legal proceedings related to client securities. Insight Wealth maintains solid financial standing, with no conditions likely to impair meeting contractual commitments or bankruptcy petitions. Clients receive quarterly performance reports and have access to account statements from qualified custodians. The firm does not accept prepayment exceeding $1,200 in fees per client.