Insight Capital Management

"Recommended by my husband’s 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 Dustin’s frequent emails continue to educate us on the current status of the stock market. We greatly appreciate Insight Capital Management! Bev and Dave"

"I’ve been a client of Insight Capital Management since approximately 1995. I’m not their wealthiest client, but I’ve always been treated as though I am. Following the advice of Dave Rice and his team allowed me to build wealth when that was the goal, and create income now that I’m retired. My confidence in the Insight team has lead me to refer several friends and family members to them. They perform like a big firm and care like a small one!"

"Insight Capital has been my financial advisor for over twenty years. They have also served my mother, and now my daughter. The staff is wonderful. Any questions or concerns I have are addressed quickly and efficiently, and communication is excellent. I am very comfortable in the knowledge that my funds are being managed to keep in line with my goals."

"I can't say enough great things about the Insight team. We have been with Insight for over 25 years. We recently retired and I can tell you that without Insight managements investment strategies and attention to what best works for our retirement needs we would not be living the very comfortable retirement that we do today. In addition, working with the Insight team is like having an extended family to serve your every need in the investment world. Thanks Insight Team!! Jim Tillisch"

"My one regret is that I didn't turn my 401k over to Insight sooner. Once I did, my investment grew rapidly. In 8 years, Insight's investment strategy tripled what I had accumulated myself in the prior 20. I also appreciated how you were receptive to my cautiousness. You were with me every step of the way, explaining the various investment options. That initial cautiousness led me to trust what I saw your team accomplishing for me, even with the more conservative investment plan. My trust & confidence in you allowed me to take the step into a more aggressive investment plan, and I have been extremely happy with the results."