Insight Inv LLC, conducting business as Insight Investment Counsel, is a registered investment adviser with the
SEC with its principal place of business located in El Segundo, CA. Insight Investment Counsel began conducting
business in 2014.
Russell Kartub, Managing Member, is the firm's principal shareholder.
Insight Investment Counsel offers the following advisory services to our clients:
• Individual Portfolio Management
Individual Portfolio Management
Our firm provides continuous advice to a client regarding the investment of client funds based on the individual
needs of the client. Through personal discussions in which goals and objectives based on a client's particular
circumstances are established, we develop a client's personal investment policy and create and manage a
portfolio based on that policy. During our information-gathering process, we determine the client’s individual
objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's
prior investment history, as well as family composition and background.
Regular and continuous account supervision on a discretionary and non-discretionary basis is guided by the
client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as
tax considerations. Clients may impose reasonable
restrictions on investing in certain securities, types of
securities, or industry sectors.
Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or
insurance company and will generally include advice regarding exchange-listed securities, securities traded over-
the-counter, foreign issuers, warrants, corporate debt securities (other than commercial paper), commercial paper,
certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares, United
States governmental securities, options contracts on securities, interests in partnerships investing in real estate,
and interests in partnerships investing in oil and gas interests.
Because some types of investments involve certain additional degrees of risk, they will only be implemented or
recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and
suitability.
Once the appropriate portfolio has been structured, we review the portfolio at least quarterly and if necessary,
rebalance the portfolio based upon the client’s individual needs, stated goals, and objectives.
Amount of Managed Assets
As of December 31, 2022, Insight Investment Counsel manages $123,227,683 in discretionary and $7,821,414 in
non-discretionary client assets under management.