Capital Insight Partners, LLC

Capital Insight Partners, LLC, established in August 2008, offers financial planning, consulting, and retirement plan advisory services to various clients, including individuals, families, pension plans, trusts, and corporations. The firm charges advisory fees for its services, which do not include transaction commissions. They provide financial planning services covering areas such as personal finance, tax planning, retirement planning, investments, education funding, insurance, estate planning, and business planning. Clients have the discretion to implement the recommendations provided in the financial plan. The firm also offers consulting services on specific financial matters and a wrap fee investment management program. For retirement plan consulting, Capital Insight offers both non-discretionary and discretionary investment advisory services. The firm uses technical and fundamental analysis in managing assets and employs various investment strategies, including long-term purchasing, short-term purchasing, and trading. Clients are informed about the risks involved in investing, such as interest-rate risk, market risk, and inflation risk. Capital Insight does not have any disciplinary disclosures and acts as a fiduciary for certain accounts. The firm's fee structure includes flat fees, hourly fees, and percentage-based fees, with fees being negotiable. Clients have the option to select their own broker-dealers, custodians, and insurance providers. Capital Insight does not have custody of client assets, except in specific circumstances. The firm may vote proxies for certain accounts and follows specific guidelines to ensure proxies are voted in the best interests of clients. Clients can request additional information on the firm's proxy voting policies and procedures. Capital Insight does not require prepayment of fees exceeding $500 per client, six months in advance, and has not been subject to a bankruptcy petition.