Headquarters

2603 Camino Ramon, Ste 350
San Ramon, CA 94583

Investment Management

Insight Wealth Strategies’ investment process helps 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 update our portfolios as needed.

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

1

Advice and planning

2

Portfolio modeling, analysis, and design

3

Investment Policy Statement (IPS) development planning

4

Implementation and selection

5

Ongoing review, due diligence, and reporting

Quantitative & Fundamental Factors

Insight's Proprietary Strategies

Exchange-Traded Fund (ETF) Portfolio Strategies

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.

    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.

    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.

    Houston Financial Planner

    Chad Seegers, CRPC®

    Managing Partner/Financial Advisor

    Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemark’s Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team.

    Chad is an involved emerging leader with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.

    Cole Durkin

    Portfolio Manager

    Cole began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors. He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s in Investment Management and Financial Analysis from Creighton University. Also, he is a member of the Global Interdependence Center. Lastly, he has previously passed his Series 7 and Series 66.

    Bay Area Financial Planner

    Michael Agorastos, CFP®

    Financial Planner/Market Strategist

    Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.

    Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.

    Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.

    He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.