Investment Management Houston, TX

Insight Wealth Strategies, LLC in Houston, TX works to determine the most suitable asset allocation for each of our clients specific needs. We use a risk-adjusted return to rank assets, as well as quantitative and fundamental analysis to determine which assets make up our portfolios.  We have a dedicated, in-house investment management team that continuously monitors and reviews market trends, performance and economic conditions and updates our portfolios as necessary. 

The Insight Process

Not all financial advisors are fiduciaries.  Working with a fiduciary means that your advisor is bound legally and ethically to act in their client’s best interest and not their own. 

hook, ok, check-1425312.jpg

ETF Portfolio Strategies

Growth

This portfolio seeks capital appreciation through exposure to equities markets to combine with a limited investment in fixed income securities.

Balanced

This portfolio seeks to balance portfolio risk and return through a balanced exposure to equities markets and fixed income securities. 

Growth with Moderate Income

This portfolio seeks a dual strategy of capital appreciation and current income through exposure to equities markets combined with investment in fixed income securities. 

Income

This portfolio seeks to provide income through fixed income securities. 

ETF
Investment management firms

If you are looking to:

  • Have your assets managed professionally
  • Work with a fiduciary who will act in your best interest
  • Work with a fee-only advisor
  • Diversify your investment portfolio

Then partnering with Insight Wealth Strategies may be your ideal solution.

Frequently Asked Questions

Investment management, also referred to as asset management or portfolio management, is the professional management of financial assets to help a client meet his or her investment and financial goals and objectives. This includes the buying and selling of assets, implementing short-term and long-term investment strategies and portfolio management.

Investment management is an important aspect of wealth management, a service in which a firm works with a client to construct a personalized strategy that can include investment advice, retirement planning, a review of insurance needs and other services to serve the client’s unique situation.

An investment management firm can offer services that include asset selection and allocation, portfolio strategies and implementation of those strategies. In working with their clients and determining their clients’ risk tolerance, risk capacity and time horizon, investment management firms are able to recommend appropriate portfolios and investment strategies. Investment managers help their clients make investment decisions to meet their short-term and long-term financial goals.

Investment management firms generally charge a fee for the assets under the firm’s management. This fee is usually a percentage of the total value of the portfolio under management. Many firms charge a management fee of around 1 percent, and offer a sliding fee scale depending on the amount of assets held.

Our financial planners and in-house investment management team will provide clients with professional asset management that puts our clients’ needs first and ensures their portfolio remains in alignment with their financial goals, risk tolerance and timeframe. Our models have the potential to provide asset growth while protecting against downside risk.