Investment Management Houston

Houston Investment Management

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. 

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
  • Work with an advisor that can also provide holistic financial and retirement planning

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

Connect With Our Houston Investment Management Team

    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.

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