Insight Capital Management

Oct 28th, 2022

It has been such a pleasure working with David, Dustin and Sharon. They are very personable, knowledgeable, responsive and helpful. We feel very confident with them handling our financial affairs. They truly exceed our expectations!
Oct 18th, 2022

We cannot say enough about the friendliness and professionalism we have experienced with Insight Capital Management. Dustin, Dave, Phil and Sharon have all been exceptional in their advice and management of our accounts. I highly recommend their team.
Oct 15th, 2022

Have been with the Insight Capital Management team since 1996. Clear communication and immediate attention since day one. They have paid close attention and done all the work for me on my investments with them to this day. Its easyfor me to sleep at night knowing they are not sleeping as they diligently strive to take care of us, their customers! I have had many unique requirements over those years due to building my own business. They have been honest and straight-forward each time in their counsel, yet flexible to sort out best solutions to these unique needs. Insight Capital Management is a Go-To crew! And a shout-out to Sharon who has been with the team since ~ the beginning & has never let anything fall through the cracks.
Oct 15th, 2022

Recommended by my husbands colleagues, we first met David Rice of Insight Capital Management in 2016. Our first meeting took place at our dining room table. Rather than a formal financial analysis, that first meeting focused on getting to know us and our personal goals for retirement. After two more in-depth meetings which included personalized retirement models and suggestions to increase our monthly cash flow, we got the green light. My husband was able to retire on time with complete confidence. Three years later, I received the same care and attention. We continue to appreciate the personal service Insight Capital Management provides us. Their communication has been excellent, especially during these past three turbulent years. During the pandemic we were offered both in person and virtual meetings. And Dustins frequent emails continue to educate us on the current status of the stock market. We greatly appreciate Insight Capital Management! Bev and Dave
Oct 12th, 2022