5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Investment Management Firm

Insight Wealth Strategies uses a five-step investment process to help determine the most appropriate asset allocation for our clients’ unique needs. A driving factor of our investment philosophy is ranking assets based on a risk-adjusted return. Our in-house portfolio management team uses quantitative and fundamental analysis to determine which assets make up our portfolios. Our investment management team continuously monitors and reviews market trends, economic conditions and performance and updates our portfolios as needed.

What is Investment Management?

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.

What Does an Investment Management Firm Do?

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.

Could You Benefit from Working With an Investment Management Firm?

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.

Investment management firms

If you are interested in:

  • Having your assets professionally managed
  • Working with a fiduciary who acts in your best interest
  • Working with a fee-only advisor
  • Diversifying your investment portfolio

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

Want to learn more about how Insight can help manage your invesments?

Schedule a complimentary meeting or phone call below with our Investment Team in San Ramon, CA or Houston, TX

To learn more about Insight Wealth Strategies, call us at (800) 318-7848, email us at info@insight2wealth.com or Request More Information.

Insight Wealth Strategies: One of the Top Bay Area & Houston Investment Management Firms

Effective financial planning is only possible with the help of precise modeling. We use industry-leading software that allows us to create an individualized financial condition model that:

Investment Planning & Implementation

Our Five Step Investment Process


Advice and planning


Portfolio modeling, analysis, and design


Investment Policy Statement (IPS) development planning


Implementation, manager search, and selection


Ongoing review, due diligence, and reporting

Quantitative & Fundamental Factors

Insight's Proprietary Growth Equity Strategies

Exchange-Traded Fund (ETF) Portfolio Strategies

Portfolio Objectives – Our portfolio objectives seek to identify growing ETFs in their respective asset classes.
Insight’s ETF strategies seek to blend investments in the growth, value, and international sectors to obtain broad market exposure for a more diversified portfolio. We combine these equity investments with fixed income securities to protect assets in the event of a down market.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. The investment strategies mentioned may not be suitable for everyone. The statements made and the conclusions drawn are not guarantees and are merely the opinion of Insight Wealth Strategies, LLC. Information about Insight Wealth Strategies, LLC (IWS) portfolio strategies is provided for informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities, or an offer, invitation or solicitation of any specific products or the investment management services of IWS, or an offer or invitation to enter into any portfolio management mandate with IWS. IWS makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Each of the strategies described above involve a degree of risk. ETFs trade like stocks and are subject to market volatility. They are bought and sold throughout the trading day on an exchange, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. There are risks involved in investing in ETFs, including the possible loss of money invested. ETFs involve risks for investors, including market risk, supply and tracking error and excessive trading. Insight Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Strategies, LLC unless a client service agreement is in place.

To learn more about Insight Wealth Strategies, call us at (800) 318-7848, email us at info@insight2wealth.com or Request More Information.