Insight aims to fill the gap and provide intelligent, independent low cost investment advice online. After completing an online questionnaire concerning their personal finances, investment goals and time horizon at www.insightadvisors.co, clients receive investment advice through its interactive ...more

Insight aims to fill the gap and provide intelligent, independent low cost investment advice online. After completing an online questionnaire concerning their personal finances, investment goals and time horizon at www.insightadvisors.co, clients receive investment advice through its interactive website. Insight’s computer-based application and algorithm processes and analyzes each client’s response, creates an investment plan, and then helps the client implement that plan using an app. Insight utilizes simple brokerage accounts, separately managed accounts, or SMAs, an alternative to funds and ETFs. In contrast to owning a share in a fund, SMAs allow the investor to own each of the individual stocks that comprise the investment strategy. Ownership of the individual securities enables advanced customization and tax management techniques.less