Capital Insight Partners is a family office based in Scottsdale, AZ, offering investment management services to high net worth families, corporate retirement plans, and select financial advisors. With a minimum relationship requirement of $2 million, the firm provides comprehensive global multi-asset class portfolio management, financial planning, and risk management solutions. They also sub-advise an Exchange Traded Fund (ETF) on the New York Stock Exchange.
As trusted and robust national independent investment managers, Capital Insight Partners helps clients across the country navigate changing markets and plan for their financial goals. Their services include retirement and legacy planning, executive compensation and charitable strategies, and separately managed accounts for other advisors. With a focus on protecting and growing clients' wealth, the firm aims to support individuals in creating their legacy and living an inspired life.
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